Preview Invoice

Open this form under if the job has an input-based charge type and the charge type has a preview format assigned to it. Assigning a preview format to an input based charge type is a way to control job cost billing by forcing a review of costs before you can select them for billing on the AR Invoice Entry form.

This form outputs a copy of the job invoice as it would look if it was to be created on the specified date. This enables a job manager to review job costs before invoicing to address any discrepancies or issues.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Invoice Filters

You can use the job code, profit centre, job manager, job status, and charge type to filter what this form outputs.

For example, to review invoices for multiple jobs, you can select more than one. As you select additional codes, they append to the string on the right side, which indicates they are included in the output criteria.

Date Selection

The To Period defaults to the end of the current period. You can change it to a different period. All jobs costs up to this period (and To Date) are included in the preview.

Enter a To Date which is last date to display transactions for. Use the filters to review costs based on specific periods — for example, you cannot review costs for billing using the current date. You can only review costs up until the end of the last period.

Note: If the Include Uninvoiced Transactions option is selected, all uninvoiced transactions output to the preview regardless of the date selection.

Include Uninvoiced Transactions

Select this option to include all uninvoiced transactions in the preview output, regardless of the date selection.

Preview Format

Select the format to use for the preview invoice. You can select from any report that is assigned as a Preview Format on the Report Format Maintenance form.

Flag Transactions

Select this option to release previewed costs for invoicing. Depending on the management requirement to preview costs, you can select this option before previewing the costs if a manager needs to ensure a review is done before invoicing.

Print Preview

Click this button to preview the invoice before printing it.