Export a time & material invoice PDF file

  1. Open the View Time and Material Invoice Log screen.

In the View field, click and select the invoices to view.

  • Unposted Time & Material Invoices

  • Posted Time & Material Invoices

  • Template Time & Material Invoices

  • In the Company field, click to select one or more companies for which you want to view the time & material invoices from a Lookup List. If no companies are selected, time & material invoices for all companies appear in the list.

  • In the Project field, click to select one or more projects for which you want to view the time & material invoices from a Lookup List. If no projects are selected, time & material invoices for all projects appear in the list.

  • In the Billing Format field, click to select one or more billing formats for which you want to view the time & material invoices from a Lookup List. If no billing formats are selected, time & material invoices for all billing formats with a billing type of Project Time & Material appear in the list.

  • In the Customer field, click to select one or more customers for which you want to view the time & material invoices. If no customers are selected, time & material invoices for all customers appear in the list.

In the Invoice Stage field, click to select the stage of the invoices to view.

  • Draft - Displayed only if you selected to view unposted time & material invoices. A time & material invoice that is in draft stage is incomplete and cannot be posted.

  • Ready to Post - Displayed only if you selected to view unposted time & material invoices. A time & material invoice that is ready to post has been printed and is available for posting.

  • Open - Displayed only if you selected to view posted time & material invoices. A time & material invoice that is open is not paid in full.

  • Closed - Displayed only if you selected to view posted time & material invoices. A time & material invoice is closed when it is paid in full or voided.

    Note: In a list of closed invoices, the invoice stage indicates whether a given closed invoice is paid or voided.
  • All - Displayed only if you have selected to view either unposted or posted time & material invoices. If you have selected to view unposted time & material invoices, selecting All displays all unposted time & material invoices, regardless of the invoice stage. If you have selected to view posted time & material invoices, selecting All displays all posted time & material invoices, regardless of the invoice stage.

  • Template - Displayed only if you selected to view template time & material invoices.

In the Routing Status field, click and select the routing status of the invoices to view.

  • Active - At least one of the routing distributions for the invoice is not closed.

  • Inactive - All routing distributions for the invoice are closed.

  • All

  • Click Retrieve.

  1. In the Select column, select the checkbox for each invoice PDF file you want to export.
  2. Click Export from the Selected Invoices area.
  3. Navigate to the folder where you want to save the file.
  4. Click Ok.