Preview an invoice
There are several ways you can preview an invoice in Practice CS.
Preview tab
Use the
Preview
tab in Detail Billing
to preview an invoice on screen. In the Preview
tab, you can review the billing information you've entered and preview the invoice format you've selected.- SelectActions, then selectBilling.
- Select the client you want to bill and then selectDetail Bill Selected.
- In theDetail Billingscreen, enter the billing information.
- Select thePreviewtab to view the invoice for the selected client.
Review tab
From the
Review
tab of the Billing
screen, you can preview invoices that have been placed on review.- SelectActions, thenBilling.
- Select theReviewtab.
- Mark the checkbox for the invoice you'd like to preview.
- SelectPreview Selected.
- SelectBackon the toolbar to close the preview when you're finished.
Custom Formats setup screen
- SelectSetup, then selectCustom Formats.
- Right-click an invoice format in the list and selectEditto open it.
- Select
to open the Preview Custom Invoice Formatwindow, where you can select an invoice to preview.
Print Invoices & Statements screen
Print Invoices & Statements
screen- SelectFile, then selectPrint Invoices & Statements.
- Mark the checkbox for each invoice you want to preview.
- SelectPreview Selected.
Related Content
-
Invoices overview
Format:
Article
