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.
  1. Select
    Actions
    , then select
    Billing
    .
  2. Select the client you want to bill and then select
    Detail Bill Selected
    .
  3. In the
    Detail Billing
    screen, enter the billing information.
  4. Select the
    Preview
    tab 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.
  1. Select
    Actions
    , then
    Billing
    .
  2. Select the
    Review
    tab.
  3. Mark the checkbox for the invoice you'd like to preview.
  4. Select
    Preview Selected
    .
  5. Select
    Back
    on the toolbar to close the preview when you're finished.

Custom Formats setup screen

  1. Select
    Setup
    , then select
    Custom Formats
    .
  2. Right-click an invoice format in the list and select
    Edit
    to open it.
  3. Select preview to open the
    Preview Custom Invoice Format
    window, where you can select an invoice to preview.

Print Invoices & Statements
screen

  1. Select
    File
    , then select
    Print Invoices & Statements
    .
  2. Mark the checkbox for each invoice you want to preview.
  3. Select
    Preview Selected
    .