Review an invoice

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, choose Time & Billing > Billing > Review Invoices tab.

Preview

Click 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 click Edit .

Send

Select one invoice by clicking the Send icon next to it, or select multiple invoices by marking the box next to each one and clicking 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 one 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

Notes

  • 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 two weeks.
  • Onvio will not deliver invoices with zero balances to Client Center.

Delete

Select one or more invoices and click the Delete icon.

Export

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