How to view an invoice before billing?
Click on the Billing icon and then click on the "Review Charges" tab (or, if available, the "Release Invoice" tab).
Click on the "PDF" icon at the far right of the line item. A small submenu will be displayed.
There are two views available:
the "Final" version option will display the Invoice as the client will see it.
the "Draft" version option may look different than the final version (it could have extra notes or comments).
After pressing the button (Final or Draft) a PDF version of the Invoice will pop-up.
As well, you can click on the dark paper button in the bottom right corner of the screen to see a "Quick View" of the invoice. But, the PDF is the official view.
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