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To preview an invoice/credit note, follow the procedure below.

How to Preview an Invoice or Credit Note

 

1.

Near the top of the Portal > Billing screen, click

Navigate to the Billing > Manage Invoices/Credit Notes screen.

The

Invoice Search List

Manage Invoices/Credit Notes screen opens.

2.

Using the search section at the top of the

Invoice Search List

screen, search for the invoice/credit note you want to preview.

Invoices/credit notes matching your search criteria are listed in the

grid list in the bottom part of the Invoice Search List screen

results list.

3.

In the results list

grid in the bottom part of the screen where invoices/credit notes matching your search criteria are listed, click

, tick the checkbox next to the invoice/credit note that you want to preview.

If you want to preview multiple invoices/credit notes simultaneously, hold down SHIFT while clicking on each invoice/credit note in the list.
The row corresponding

The tick is displayed in the checkbox next to the invoice/credit note

you clicked

to indicate that it is selected.

4.

Click

Image Removed

Preview.
A preview window opens, showing a preview of the invoice/credit note you selected.

...

Info

...

If you are a back office agency staff member with security permission to distribute invoices/credit notes to debtors, you can also preview invoices/credit notes from the

...

Billing> Manage

...

Delivery screen.
If you are a back office agency staff member with security permissions to process credit rebills, you can also preview the original invoice, as well as the credit note and rebill invoice that is created by the credit rebill process, form the Credit Rebill Wizard screens.