Viewing draft bills for a client

Open the Client page.

Click the Bills tab.

Double-click the draft bill located in the Draft Bills table. The draft bill is displayed in the Billing Main page.

Select Preview on the TASKS bar.

Alternative method to view draft bills for a specific client or assignment (AE)/job (AO)

Open the Client page or Assignment Details page (AE) for the client. See Finding and opening clients and contacts and Finding and opening assignments (AE).

Click the Bills tab.

Right-click the draft bill in the Draft Bills table and select View. The Billing Main page opens in View Only mode.

or

If the draft bill includes transactions already in another draft bill, the Bill includes transactions already in another draft bill window opens displaying the draft bills that have already been allocated with the same transactions. Click OK to continue.

or

If the draft bill includes transactions that have been added after the creation date, the Bill includes transactions dated after invoice date window opens. Click OK to continue.

The Billing Main page opens in View Only mode.

Opening a draft bill using the View Only mode does not allow you to edit any details. If you would like to view and edit a draft bill, see Editing and unlocking draft bills.

Select Preview on the TASKS bar.