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.
-
Start by clicking Invoice Module, then the Awaiting Invoice Tab.
-
Scroll down to view all the Orders that were selected to be paid for 'On Account' or 'Other.'
-
You can also search for specific Orders using the filter options at the top of the page.
-
Invoices automatically sort by Customer, in alphabetical order.
-
Once you find the Order, click the Preview button in orange on the far right.
-
This downloads a pdf. of the Invoice to view.
-
Check that all the details are correct.