Many clients will require a formal invoice before opening up their wallet and submitting their payment to you.

First, you will need to create a <New Job (hyperlink to related article)> or jump into an existing 'Open' status order.

Once you have the order opened and populated with the appropriate products/services, prices, and appointments, you can then preview the invoice in the 'Invoice ' section of your order (in the lower part of your order).

When you click 'show', a preview of the invoice template will load, allowing you to see the invoice just how your client will see it. Here, you can Download, Email, or Print the invoice, toggle the invoice template being used, or proceed to the previous page with the 'back' button.

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