To generate an invoice preview you would need to:
- Start the Billing Wizard (see Generate an Invoice).
- Proceed through Step 1 and Step 2 of the Billing Wizard selecting charges and making amendments as required.
- At Step 3 of the Billing Wizard select ‘Preview’
- Choose additional invoice preview options:
Invoice Settings | |
Invoice Layout
| Select the invoice template to use. |
Invoice Number | This field displays ‘PREVIEW’ and cannot be edited. |
Billing Reference (Optional) | Enter an internal billing reference. |
Invoice Date | This defaults to today’s date. Amend this if needed. |
Options | |
Save Preview For Later Modifications | This is only visible on Preview mode. When ticked the preview will be saved for future reference under Finance > Unbilled Previews. |
5. Click ‘Preview’
The draft invoice will be downloaded in your browser for you to open and review.