To preview an invoice/credit note, follow the procedure below.
How to Preview an Invoice or Credit Note | |
1. | 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 screenresults 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 the , 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 |
...
| 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 Deliver >DeliveryDelivery screen. |
...