Preview an invoice or package

See an invoice exactly as your client will see it.

Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

Updated Aug 7, 2023

After you've created an invoice, preview how it looks from the client’s view. For information on how to edit an invoice or package, click here.


Preview an invoice

  1. Go to Projects and select the project with the invoice.

  2. Click the Invoices tab.

    • If you don’t see your invoice, click on Invoice List to see all invoices.

  3. Click Send >> Open in New Window.

Each invoice has its own unique link. Refresh the page to show any updates to the invoice.


Preview a package template

  1. Go to Projects and select a test project.

  2. Click the Invoices tab.

  3. Click the Packages button.

  4. Choose a package template. The package will automatically appear in the project.

  5. Click Send >> Open in New Window.


Missing “Pay Now” buttons

Your client can’t pay an invoice unless you have a payment processor set up.

Go to Settings >> Payments and invoices to connect a payment processor and make sure the toggle is turned on to accept payments. For more information, read about how to connect with Stripe, Square, or PayPal.


FAQ

Can I change the layout of the invoice?

At this time, it is not possible to design your own invoice template.

My client's name is not appearing.

In Settings >> Payments and invoices, make sure you have Client name checked and not Company name. Also make sure that you didn’t override the settings for a specific invoice.

If you don't see Payments and invoices, click Receive Money instead. Then go to the Invoices tab and make sure you have Show client name checked.

How do I show the client's address in the invoice?

Double-check in Utilities >> Address Book that you’ve captured the client’s address.

Go to Settings >> Payments and invoices. Under Invoice settings, check Client name to show a personal address. Select Company name to show the shipping address.

If you don't see Payments and invoices, click Receive Money instead. Then go to the Invoices tab, and click Show company name to show the shipping address.

Why is there text appearing at the top or bottom of the invoice?

By default, there is no text. If you see text, you may have added invoice terms at one point. Go to Settings >> Payments and invoices and scroll down to Invoice terms.

If you don't see Payments and invoices, click Receive Money instead. Then go to the Invoices tab, and click the Edit Terms button at the bottom.

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