Preview your invoice design to ensure it reflects your branding before sending it to clients. Follow these simple steps to create and preview an invoice.
Steps to Preview Invoice Design
Step 1: Navigate to Income
->Invoices
from the left-side menu.
Step 2: Click on the + New Invoice
button to begin creating a new invoice.
Step 3: Select the client.
Step 4: Select and input the items or services provided.
- Item name/description
- Quantity
- Rate per item
- Applicable taxes (if any)
Note: The preview option becomes available only after client and item details are fully populated.
Step 5: Click on Preview Design to view how the invoice will appear to your client before sending it.
All Set?
You can now Save your invoice or Send it via email!
Send your first branded invoice - Follow our guide to generating and emailing your invoices.
Need Help?
If you need further assistance or have any questions during the process, feel free to contact our support team at support@fynloapps.com.
Related Topics
🎨 Design Your Invoice Receipt: Customize It with Your Company Branding
✉️ Generate Your Invoice via Email or Print
💰 Getting Paid or Receiving Payment for Services or Products