Preview an Invoice

Preview an Invoice

If you wish to see how the invoice will appear on your customer’s browser when they receive and access it from the email you sent. Follow below steps and you can preview the invoice before sending: 

  1. In the Account menu, select Sales (Accounts >> Sales)
  1. Open the Invoice you want to preview. 
  1. Click the Preview button above the invoice details on the right side.  
  1. It will open up the Preview window and you can see how this will appear for your customer. 
  1. Currently we have a Fixed template for invoices being sent. Soon we will come with custom templates feature where you can customize the way invoice will appear to your customer. 
  1. If you have checked the preview then you can close the window and send it by clicking the EmaiButton. 

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