Previewing and Saving an Invoice

  1. Click on “Sales” from the main menu.
  2. Click on “Create Invoice”.
  3. Fill in the invoice information and items as required.
  4. After setting up the invoice data, you can take one of the following actions:
  • Preview: The printed format of the invoice is displayed for reviewing the data before final saving.
    • Click on the arrow next to the “Preview” button to display the different preview options, as you can choose from:
      • Web Preview: Display the invoice in HTML format supported directly by browsers.
      • PDF Preview: Display the invoice in a PDF file format.
    • Within the preview screen, you can click on:
      • Edit: Return to the invoice creation page to edit the data.
      • Save: Save the invoice on the system.
  • Save as Draft: The invoice is saved to the system but does not affect any financial accounts or balances.
    • Note: You can later return to the invoice, review it, and then click the “Issue Invoice” button to save it permanently and then affect the accounts and balances in the system.
  • Save Invoice: The invoice is saved permanently and affects the balances and accounts in the system, and you can choose from different actions to save the invoice:
    • Save & Send Email: Save the invoice and send it to the client via email.
    • Save & Don’t Email: Save the invoice, but do not send it to the customer.
    • Send With Revised Email: Save the invoice and go to the email template editing page to adjust the text or any other data before sending.
      • Note: The actions can be changed from “Save & Send Email” and “Save & Don’t Email” to “Save & Print” and “Save & Don’t Print” by changing the invoicing method from “Send via Email” to “Print (Offline)” at the top of the page.