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How to Preview an Invoice Before Sending

Previewing an invoice lets you review how it will appear to your customer before finalizing it - useful for checking formatting, totals, taxes, and discounts…

Steps

  1. Go to Get Paid → Invoices.
  2. Click "+ New Invoice" or open an existing draft.
  3. Enter or review the invoice details.
  4. Click "Preview."
  5. Review the layout, totals, taxes, and details exactly as the customer will see them.
  6. Return to editing, or finalize with Approve or Save & Send.

Related Articles

  • How to Create Your First Invoice
  • How to Edit an Existing Invoice
  • How to Send an Invoice to a Customer

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