Before closing a bill, i.e., finalizing a bill or issuing an invoice, you can create a preview of the bill or invoice that you can send to or print for customers before taking payment for it. To do so, you can:

1. Open the customer's profile.
2. Go to the Billing tab.
3. Find the open bill you want to create a preview of.

To preview a bill

Note: Properties located in France need to enter a reason anytime they reprint the bill preview. Mews also displays this field in their financial reports.

To preview an invoice

The Proforma invoice gives you the invoice preview. You can create a Proforma invoice to view the invoice preview. 

Note: You can only create a proforma or an invoice if the customer profile has the invoiceable option turned on. You can learn more about this here .

To create a Proforma invoice: 

1. Click  ˅ Invoice and then click + Proforma invoice.
2. Under Taxation date, select the date for applying taxes.
3. Under Due date, select the date that the invoice needs to be paid by.
4. Under Informative currency, select the currency that you want to be listed on the bill.
5. Under Information to display, you can choose what you want to include on the bill. Note: If you don't want taxes included on the bill preview, you can deselect Display taxation. The official, closed bill always includes taxes. 
6. Complete all other relevant fields and click Create.