In this article, you will learn how to view a client-facing invoice (preview) within the Financials Menu.
It is worth noting that you can also view invoices from the project itself.
1. On the Menu, click Financials to open the Financials Overview page.
2. To narrow down your search, use the Search bar and enter a keyword related to the invoice that you are looking for (i.e. Project Name, Client, Due Date, etc.).
3. Find the invoice that you want to preview and click its More Options menu to enable additional options.
4. Click Preview Client Invoice. A preview page will be generated displaying the invoice details. This invoice preview shows what your client will see when they receive and open the invoice.
5. To exit the preview and go back to the Financials Overview page, click Exit Preview.