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).

iPhone, iPad, and Android

  1. From the side navigation menu, tap on Invoices
  2. Select the invoice you would like to preview
  3. Tap on Preview at the top right to view your invoice
  4. Tap on the back arrow at the top left corner to return to the invoice summary screen
  5. 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

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

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