How to see the invoice output before sending the invoice to the customer?

You can generate a PDF of your invoice to see what your customer will receive. To do this:

  • Go to the list of invoices
  • Choose to view the details of the invoice that you would like to view
  • On the "Invoice Details" page, click the 'Export as PDF" link
  • This brings up the PDF version of the invoice that is sent to the customer
  • If you wish to tweak something, head to Settings >>Preferences>> Invoice Templates, to do so. Check this video for detailed instructions on customizing invoice templates

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