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.
   • For more details on how to create a new invoice, refer to the “Creating a Sales Invoice” guide.
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.