Before a bill is closed (i.e., finalized) or an invoice is issued, you can create a preview that can be sent to or printed for customers before taking payment.

  1. Open the customer's profile.
  2. Go to the Billing tab.
  3. Find the open bill you want to create a preview of. If there are multiple open bills, make sure the one you want is selected.

Preview a bill

  1. Click Preview.
  2. Under Informative currency, select the currency that you want to be listed on the bill.
  3. Under Options, choose what you want to be included on the bill. Deselect Display customer if you don't want the customer's name on the bill preview. Deselect Display taxation if you don't want taxes included on the bill preview. Note: Taxes are always included on the official, closed bill.
  4. Complete all other relevant fields.
  5. Click OK.

Preview an invoice

  1. Click Proforma invoice.
  2. Under Counter, select the counter you set up for proforma invoices.
  3. Under Taxation date, select the date when taxes will apply.
  4. Under Due date, select the date that the invoice needs to be paid by.
  5. Under Informative currency, select the currency that you want to be listed on the bill.
  6. Under Options, choose what you want to be included on the bill. Deselect Display customer if you don't want the customer's name on the bill preview. Deselect Display taxation if you don't want taxes included on the bill preview. Note: Taxes are always included on the official, closed bill.
  7. Complete all other relevant fields.
  8. Click OK.

Note: After you create a bill or invoice preview, you can print or email it to the customer.

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