Preview Invoice Report

Overview

You can review invoice information in a specific format using the Preview Invoice feature in the Invoices work area before printing the invoice or sending it to account receivables. To preview the invoice, you must select the:

Invoice format template in which you want to preview the invoice. For example, Services Standard Invoice Report, and so on.

You can create your own format templates for your invoices.
Output format in which you want to preview the invoice. For example, HTML, PDF, RTF, and so on.

To generate the Preview Invoice report in PDF format, you must install Adobe Acrobat Reader. You can download it from http://adobe.com.

Key Insights

This report answers the following business questions:

Which cost transactions and billing events are billed through the invoice?
Are the transactions billed at the correct rates?
Are the invoice line descriptions well formatted and do they provide the requested information?

Frequently Asked Questions

The following table lists the frequently asked questions about this report.

FAQ	Answer
How do I find this report?	Reports and Analytics - Shared Folders - Projects - Project Billing
How do I generate this report?	Invoices Work Area - Invoice Processing Status: Draft Invoices - Actions - Preview Submitted Invoices - Actions - Preview Released Invoices - Actions - Preview Alternatively, click the Preview button on Draft Invoices, Submitted Invoices, and Released Invoices tabs in the Invoice Processing Status region of the Invoices work area. Click the Preview button on the Edit Invoices page for draft invoices or on the Invoice Details page for submitted, accepted, and released invoices. Click Preview on the invoices on the Manage Project Invoices page of the Projects work area.
Who uses this report?	Grants Accountant Project Billing Specialist Project Manager
When do I use this report?	When you need to preview the invoice before printing or sending it to account receivables.
What can I do with this report?	You can view the following information: Contract terms Invoice date Invoice line details Project summary Total billed amount
What type of report is this?	Oracle Analytics Publisher
How do I modify this report?	Sign in to Oracle BI Publisher to edit the layout and properties of the predefined Services Invoice Report or the Services Standard Invoice Report. You can also modify the predefined Email Attachment Invoice Template, which is used for attaching a preview of a project contract invoice to an invoice approval workflow notification. After you complete modifying the Preview Invoice Report in the BI Publisher, mark the Manage Invoice Templates task as complete in Setup and Maintenance work area.

You must select a single invoice to generate the Preview Invoice report. You can't generate the report if you select multiple invoices in the Invoices work area.