Preview an Invoice

Preview your finished invoice before you send it to your client to make sure all the information is correct.

When you preview your invoice, you are previewing the PDF copy that will be sent to your customer as an email attachment. Any change you make on the invoice will automatically reflect on the PDF when you preview it. 

The following steps walk you through how to preview an invoice — the steps below are similar for all of your document types.

iPhone and iPad

  1. From the side navigation menu, tap on Invoices
  2. Select the invoice you would like to preview
  3. From the invoice summary screen, tap on the Preview button to view your invoice

Android

  1. From the side navigation menu, tap on Invoices
  2. Select the invoice you would like to preview
  3. From the invoice summary screen, tap on the Preview button to view your invoice

Web

  1. From the side navigation menu, click on Invoices
  2. Select the invoice you would like to preview
  3. From the Preview section on the invoice, view your invoice 
  4. Click on View as PDF to view your invoice in PDF format

Helpful Tips

  • Your client will receive the invoice as a PDF file attachment
  • A PDF viewer like Adobe Reader is needed for your client to view the invoice attachment (most computers will already have this software installed)
  • An internet connection is needed to preview, send or print an invoice

Do these steps look different? If so, you may be using a previous Invoice2go version. See instructions here.

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