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Prior Invoices portlet

The
Prior Invoices
 portlet is available on the
Client Dashboard
. It's a convenient place to review all of a client’s prior invoices on the dashboard.
  • Select the title bar of the portlet to show an Invoice Journal report for the selected client.
  • Select
    More portlet options
     Show portlet options button with 2 white down arrows to show the following:
    • Enable Grouping
      : to group the portlet by column headings. Drag and drop a column heading to the shaded area preceding the grid to group by that heading.
    • Show invoice information
      : show or hide tasks for the selected invoice, access text from previously generated invoices, and enable grouping of invoice details. The
      Details
       tab shows details for the selected invoice. The
      Composed Text
       tab shows the text of the selected invoice. You can copy text from this tab.
    • Search
      : search for items in the invoices list. The Using the search feature article has more details.
    • Show Filter Show filter button with 2 blue down arrows shows the
      Filter
       box. Use the dropdown list to show only projects that contain those items, or select
      More
       More button with ellipsis icon to create a custom filter.
    • Open Projects only
      : to show only open projects for the currently signed-in staff member in the portlet. Clear the checkbox to show all projects for the current staff member.
  • To use the
    Field Chooser
     Field chooser button, shows a list in front of a table with a header row and an arrow between them., mark or clear the checkboxes for the columns you want to show or hide in the portlet.
  • The Realization % is calculated by dividing the actual billed rate by the original rate.
  • A
    Link
     Link button with image of two links in a chainbutton indicates that an invoice has 1 or more links related with it. Select it to view items to which the invoice is linked.
  • A
    Custom Fields
     Custom fields button with a list icon from which 2 green arrows point to a pile of coins. button indicates that the invoice has custom field information. Select it to view custom field information.
  • Double-click an invoice to open the
    Detail Billing
     screen for that invoice.
  • You can right-click an invoice in the portlet, then select
    Preview Selected
    ,
    Print Selected
    ,
    Edit Selected
    , or
    Open Selected
    .

This article applies to:

  • PRODUCT: Practice CS