Make Sure Everything Looks Right Before You Send
Avoid last-minute mistakes by previewing your invoice before sending. Fynlo’s Preview feature gives you a real-time look at the final version your client will receive—perfect for checking layout, logos, notes, and more.
Why Use the Preview?
Previewing helps you:
✅ Catch formatting or content issues before sending
✅ Ensure your invoice looks professional and on-brand
✅ See exactly what your client will receive as a PDF
How to Preview Your Invoice Design
Follow these quick steps to review your final invoice layout:
Step 1: Navigate to Income -> Invoices from the left panel.
Step 2: In the Invoices table, locate the invoice you’d like to customize and select the corresponding record.
Step 3: On the right side of the table, click the three-dot menu (⋯) option and choose Design from the dropdown menu.
Step 4: In the Invoice Designer, make your customizations:
Upload your company logo
Modify the layout, columns, and item details
Adjust preferences like QR code, signature, or payment info
Add notes, terms, and conditions
Take your time — your template will preserve all of these settings.
Step 5: Click the Preview tab at the top of the designer interface.
This switches you from editing mode to a clean, read-only view of the invoice, just like your client will see it.
Step 6: Review the layout, content, and formatting.
Step 7: To make more changes, just click back on the Design tab.
Always preview your invoice before saving or sending, especially when using a custom template for the first time.