Preview an Invoice

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

Invoice_Details.gif

When you preview your invoice, you are previewing the PDF copy that will be sent to your customer as an email attachment. 

The following steps walk you through how to preview an invoice — the steps below are similar for all of your document types (estimates, purchase orders and credit memos).


iOS and Android

  1. From the side navigation menu, tap on Invoices
  2. Select the invoice you would like to preview
  3. Tap on the green next button to be brought to the preview & manage screen
  4. Tap on the image of the invoice to view a full screen preview of your invoice. The full screen mode lets you pinch and zoom to take a closer look at the invoice
  5. Tap on Close at the top left corner to return to the preview & manage screen
  6. Once you are finished previewing your invoice, you may edit, save, or send it to your client


Web

  1. From the side navigation menu, click on Invoices
  2. Select the invoice you would like to preview
  3. Click on the Preview tab at the top to view your invoice 
  4. Click to toggle on View as PDF to view your invoice in PDF format
  5. Once you are finished previewing your invoice, you can Send it to your client or click on Save and close in the top right corner


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

 

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