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Review invoices

You can preview and edit invoices prior to printing, downloading, or sending them. You can also export all invoices to Microsoft Excel format. To preview invoices, select
Time & Billing
Billing
Review Invoices
 tab.

Preview

Select the
Open In New Tab
 button to preview an invoice. From the preview, you can perform the following actions.
  • Download the invoice
  • Zoom the view in or out, or view the invoice at full screen
  • Rotate the invoice within the viewer
  • Print the invoice

Edit

Select an invoice and select
Edit
.

Send

Select 1 invoice by selecting the
Send
 icon next to it, or select multiple invoices by marking the checkbox next to each one and selecting the
Send
 button in the toolbar. In the
Send Invoices
 panel, choose the file type (PDF, XLS, or RTF) and any of the following destinations.
  • Default delivery method (selected in
    Setup
    Firm
    Document Delivery
     tab)
  • Download to your computer
    • Download as a single file - all selected invoices will be combined into 1 PDF file
    • Download multiple files - all selected invoices will create a separate PDF file for each invoice
  • Send to Documents
  • Email an invoice link to the client
  • Send to Client Center
note
  • Onvio sends a link to the email address of the client’s billing contact or primary contact (if there is no billing contact). This link expires after 2 weeks.
  • The
    Send to Client Center
     option is only available if you have set up online payments with Stripe. Onvio creates a Client Center task for your client to securely and easily pay the balance due online. After a successful client payment, Stripe creates the receipt in Onvio automatically.
  • Onvio won’t deliver invoices with 0 balances to the Client Center.

Delete

Select one or more invoices and select the
Delete
 icon.

Export

Select the
Export
 button in the toolbar to export the contents of the
Review Invoices
 screen to a Microsoft Excel (XLS) file.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Billing
  • Audiences: Staff