Use this activity to create a pre-view of the Invoice that contain the possible amounts, that the customer should pay, for the services provided through a Request.
You, as a billing agent working for the service provider, can create an Invoice Preview, to verify the invoice amounts, before deciding to create the actual Invoice that should be sent to the Customer.
You can use the Invoicing command from the Request – Cost and Sales page to create an Invoice Preview.
It is possible to control the creation of the Invoice Preview by using various options such as, Filtered By and, ‘Group and Merge’. You can also set the Grouping level to the Request or to the Scope.
A Request should exist in a status Released or higher.
An Invoice Preview will be created.