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Preview an Invoice

See what the Invoice will look like before you make it

Stephen Kuhn avatar
Written by Stephen Kuhn
Updated over a week ago

Read Time: 1 minute

If you need to make sure the information in an Invoice to send is correct, the Preview option is a great way to check that the details are correct without finalizing the Invoice.

  1. Start by clicking Invoice Module, then the Awaiting Invoice Tab.

  2. Scroll down to view all the Orders that were selected to be paid for 'On Account' or 'Other.'

  3. You can also search for specific Orders using the filter options at the top of the page.

  4. Invoices automatically sort by Customer, in alphabetical order.

  5. Once you find the Order, click the Preview button in orange on the far right.

  6. This downloads a pdf. of the Invoice to view.

  7. Check that all the details are correct.

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