
Creating Invoices
Previewing Invoices
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28 September 2010 Invoicing User’s Guide
Preview the invoice to see it from your recipient’s point of view. See “Previewing
Invoices” on page 28.
Save invoice as a draft to complete or use as a template at a later time. See “Saving
Invoices” on page 30.
Save as Template to use the current invoice again. See “Saving an Invoice as a Template”
on page 87.
Close the invoice.
When you close an invoice, a dialog box opens and gives you the option of saving your
changes. Click Don’t Save to discard your changes.
Previewing Invoices
You can preview how an invoice will look to your customer before sending it. The Preview
invoice page displays the invoice information you have entered. You can preview the invoice
just before sending it or any time you want to see how the invoice looks.
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