Viewing customised invoice

I have customised the invoice template. How can I view that or create a dummy invoice (that can be completely deleted from the system) to see how it looks?

Hi @dgo

To view your invoices, you would need to preview one. There are two options here:

  • As you said, create a dummy one. However, it can’t be completely deleted (only marked as deleted)
  • Or you can wait until you need to invoice a customer, and then preview it before sending it off to them

The other option perhaps would be to create an estimate instead. These use the same template styling as invoices.

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