Previewing an invoice

There are several ways that you can preview invoices in Practice CS.

Detail Billing > Preview tab

Use the Preview tab in Detail Billing to preview an invoice on screen. In the Preview tab, you can review the billing information you have entered and preview the invoice format you have selected.

  1. Choose Actions > Billing.
  2. Select the client you want to bill and click Detail Bill Selected.
  3. In the Detail Billing screen, enter the billing information.
  4. Click the Preview tab to view the invoice for the selected client.

Billing screen > Review tab

From the Review tab of the Billing screen, you can preview invoices that have been placed on review.

  1. Choose Actions > Billing.
  2. Click the Review tab.
  3. Mark the checkbox for the invoice you would like to preview.
  4. Click the Preview Selected button.
  5. When finished, click the Back button on the toolbar to exit the preview.

Custom Formats setup screen

  1. Choose Setup > Custom Formats.
  2. Right-click an invoice format in the list and choose Edit to open the invoice format.
  3. Click the Preview Magnifying glass button in the toolbar to open the Preview Custom Invoice Format dialog, where you can select an invoice to preview.

Print Invoices & Statements screen

  1. Choose File > Print Invoices & Statements.
  2. Mark the checkbox for each invoice you want to preview.
  3. Click the Preview Selected button.

 

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