The Preview Invoices screen

Alerts and notices

The Preview Invoices screen enables you to review invoice information on screen before posting or printing.

To open the Preview Invoices screen, choose Actions > Billing. In the Billing screen, click the Review tab. Select the invoice that you want to preview and click the Preview Selected button.

The toolbar buttons at the top of the screen allow you to navigate through multiple-page invoices, find text within the invoice, toggle between single- and multiple-page view, and zoom in or out. When you preview an unapproved or unposted invoice, the Approve Approve button and Post Post button buttons on the toolbar enable you to approve and post the invoice directly from the preview. For a brief description of each toolbar button, hover your cursor over the button for a tool tip.

To exit the Preview Invoices screen, click the Back button on the Practice CS toolbar.

Related topics

Previewing an invoice

Was this article helpful?

Thank you for the feedback!