Preview an Invoice Template

Before you apply an invoice template to your projects, you can preview the invoice labels and layout.

To preview invoice template settings with real project data, you select a saved (draft) or accepted (final) invoice to preview. When you preview an invoice, you do not actually generate the invoice. The data used to preview the invoice template is the data that was in place when the final invoice was accepted, or the last time that the draft invoice settings were previewed and saved in Interactive Billing or Batch Billing.

To preview an invoice template:

1. In the Navigation pane in the desktop application, select Settings > Billing > Invoice Template Editor.
2. On the Invoice Template Editor form, use the Search field to select the template that you want to preview.
3. On the Invoice Selection tab, use the Search field to select the project for the invoice you want to preview. The invoices available for that project display below the Project field. Draft invoices display with the label <Draft> in the Invoice field. Accepted invoices display with the invoice number in the Invoice field.
4. Click the invoice that you want to preview.
5. To display the invoice, click Preview Template on the toolbar. Use the toolbar options to print or download the invoice or to send it by email.