View Contract Invoices

You can use the View Contract Invoice Log screen to view contract invoices.

You can view a list of either unposted or posted contract invoices by filtering for a specific company, project, billing format, customer, invoice stage, and/or routing status. Once you filter the invoices, you can open specific invoices.
  1. Open the View Contract Invoice Log screen.
  2. In the View field, click and select either Unposted Contract Invoices or Posted Contract Invoices.
  3. In the Company field, click to select one or more companies for which you want to view the contract invoices. If no companies are selected, all companies appear in the list.
  4. In the Project field, click to select one or more projects for which you want to view the contract invoices. If no projects are selected, all projects appear in the list.
  5. In the Billing Format field, click to select one or more billing formats for which you want to view the contract invoices. If no billing formats are selected, all billing formats appear in the list.
  6. In the Customer field, click to select one or more customers for which you want to view the contract invoices. If no customers are selected, all customers appear in the list.
  7. In the Invoice Stage field, click to select the stage of the invoices to view.
    The following stages are available:
    • Draft - Displayed only if you selected to view unposted contract invoices. A contract invoice that is in draft stage is incomplete and cannot be posted.
    • Ready to Post - Displayed only if you selected to view unposted contract invoices. A contract invoice that is ready to post has been printed and is available for posting.
    • Open - Displayed only if you selected to view posted contract invoices. A contract invoice that is open is not paid in full.
    • Closed - Displayed only if you selected to view posted contract invoices. A contract invoice that is closed is paid in full.
    • All - If you have selected to view unposted contract invoices, this option displays all unposted contract invoices, regardless of the invoice stage. If you have selected to view posted contract invoices, selecting All displays all posted contract invoices, regardless of the invoice stage.
  8. In the Routing Status field, click and select the routing status of the invoices to view.
  9. Click Retrieve.
  10. Print or export the list of invoices, if necessary. See Create PDFs from Data Logs.
  11. Once the list displays, double-click on an invoice to open it.
  12. Create a PDF of individual records in the log if necessary. For more information, see Create PDFs from Data Logs.