Creating a Preview for Merchandise Invoices

Create accurate Invoices with the ‘Preview Invoice’ feature. You can easily preview your Invoices before creating them just like users can with time billing invoices. This means fewer voided Invoices and more efficient document creation.


Tip: The compressed images in this article appear larger when clicked.

Step 1.

Go to Projects > Items > (select 1 or more items) you want to preview an invoice for.

Step 2. 

Select the icon with the 3 dots and scroll down to the preview invoice option and select "Preview Invoice". 

Step 3.

Users can view the invoice preview by using the standard invoice themes and hitting "Save as PDF". Users may then close out and create the invoice or make any necessary changes.