View Invoice PDF

Overview

Billing Specialists are able to view Invoice PDFs before and after invoices are finalized. Bullhorn supports a default invoice template. Clients may work with Professional Services to create one or more customized Invoice Statement Templates.

These instructions refer to the default terms related to Invoices and may vary from how your system was configured.

Before You Begin

Action Entitlements

You must have the appropriate action entitlements in order to create or edit Invoices. Please contact Bullhorn Support to review and adjust your action entitlements.

Steps

  1. Navigate to Invoices.
  2. Locate the invoice you would like to view as a PDF.
    • You can use Search and the column filters to narrow your selection.
  3. Open the invoice by selecting the Binoculars icon in the invoice row.
  4. Select the Folder icon to view the invoice PDF.