A list of previews that are saved for later modification are stored under Finance > Unbilled Previews.
This screen displays the following information:
Column | Description |
No. | Displays the preview number and acts as a link to open the Billing Wizard. |
Type | Indicates if the type of invoice preview e.g. single, combined, monthly. |
Covering | Indicates which case (single billing) or client (combined/monthly billing) the preview is linked to. |
Charges | Indicates the number of charges within the preview. |
Currency | Displays the currency. |
Created By | Displays the username of the person that has created the preview. |
Last Modified | Shows when the preview was last amended or updated. |
Links | Edit: Open the preview in the Billing Wizard. Discard: Delete the preview. |