Previewing a client invoice

You can preview a client invoice to see an online version of the invoice. The preview provides you with a way of seeing the invoice without printing it.

1. From the Manage menu, click Client Invoices.
2. Click the invoice that you want to preview, and click the Preview button.
3. Use the reports toolbar, as needed, to navigate through the invoice, print it, or export it.
4. unavailable in ajeraCore- If the invoice is based on a standard invoice format or on a custom design created with the Client Invoice Designer, and you are previewing the invoice as part of the billing review process:

1. Click the Show Review History button.
2. Enter your review notes, select a contact name or add attachments if needed, and select a billing review stage.
3. Click Save.

5. Click Close.

See also

Printing client invoices

Viewing client invoices

Exporting a client invoice to Word, Excel, or Acrobat