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January 3, 2024
Question

How do I send myself a sample invoice so i can see what my customer will see?

  • January 3, 2024
  • 1 reply
  • 0 views
I need to see what my customers will see when I send an invoice

1 reply

January 3, 2024

I appreciate you posting your questions here in the Community space, @ldpnny. Let me guide you on seeing an invoice you'll send to your customer.

 

Here's how:

 

  1. Open or create an Invoice.
  2. Enter all necessary details.
  3. If you're using the new invoice experience, click the Email view tab to preview the email you'll send to your customer. Otherwise, click PDF view to preview the PDF file you'll send to your customer.
  4. If you're using the old invoice layout, click Print or Preview, click the Print Later checkbox, then click Print or Preview.

 

Additionally, you can also learn how to customize invoice form styles to personalize the sales forms you'll send to your customers.

 

If you have additional questions besides previewing an invoice you send to your customers, feel free to reply below. I'm always here to assist you.