Export a time & material invoice PDF file
- 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.
- In the Select column, select the checkbox for each invoice PDF file you want to export.
- Click Export from the Selected Invoices area.
- Navigate to the folder where you want to save the file.
- Click Ok.