View or Edit an existing Contract Invoice
Updated
View or Edit an existing Contract Invoice
Suggested Prior Reading
View or Edit a Contract
Contract Invoice – Overview
Contract Invoice – Status
Contract Invoice – List Layout and Navigation
List of All Invoices for all Contracts – Layout and Navigation
List of Invoices for a specific Contract - Layout and Navigation
Steps
There are different ways to view or edit Invoices for a Contract:
View all Contract Invoices and then search for the Contract number or sort by the Contract number to see the ones specific to the Contract
1) From the Projects Navigation menu, select Contracts.
The Contracts List appears. (see Contracts List – Layout and Navigation)
2) Click on Invoices in the navigation menu.
The Contracts – List of all Invoices form appears
3) Type the Contracts number or the Invoice number in the Search box to narrow the list to just those Invoices that match the entry
OR
Click on any of the column headers to sort by that and find the Invoices
OR
Click on the Filter and select a status(es) to filter the Invoices by.
OR
Click on the Billing periods drop down and select the Billing Period for the Invoice.
4) Hover the cursor on the Invoice
5) Click the View Invoices button to the right of the row (blue box with right arrow).
OR
4) Right click on an Invoice
5) Select View from the pop-up menu.
OR
Double click on the Invoice anywhere on the Invoice row.
See View/Add/Edit a Contract Invoice – Form Layout and Navigation for more information.
Go to the specific Contract and view the associated Invoices.
1) View or Edit an existing Contract as outlined in View or Edit an existing Contract.
The View/Add/Edit Contracts form appears.
2) From the navigation menu options, click Invoices.
The List of Invoices for a specific Contract appears. See List of Invoices for a specific Contract - Layout and Navigation.
3) Hover the cursor on the Invoice
4) Click the View Invoices button to the right of the row (blue box with right arrow).
OR
3) Right click on an Invoice
4) Select View from the pop-up menu.
OR
Double click on the Invoice anywhere on the Invoice row.
See View/Add/Edit a Contract Invoice – Form Layout and Navigation for more information.
Next Steps
Change or set the Contract Invoice Status
View/Add/Edit a Contract Invoice – General Information
Enter the Contract Invoice - Schedule of Values
See Also
Budget
