How can I preview an invoice before I send it?

Preview how your client will view an invoice before you sent it. Ensure a professional experience that reflects your brand.

Katie Carey avatar
Written by Katie Carey
Updated over a week ago

Invoice Preview allows you to view exactly what your client will experience when they open your email.

Before you hit send, click preview on the Invoice page to see exactly what your client will receive.

How to Preview your Invoices:

Once you have hit save on an invoice, you will see options to edit, preview or send your invoice at the top of the screen. Simple click "preview" to open a link that will show how your client will see the invoice.

How to preview from the main menu

  1. Navigate to Invoices on the left-hand menu.

  2. Click the number of the Invoice you want to preview.

  3. Click Preview at the top of the screen.

  4. Click the Invoice Admin at the top of your preview screen when you're done. This will take you back to the invoice, where you can make any edits or send it to your client. (Dashboard will take you back to your list of invoices.)

Have more questions? You can always send us a message by clicking the Question Mark icon at the bottom right-hand corner of any Artwork Archive page. Our team is happy to help!

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