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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 Manage Invoices/Credit Notes screen opens.

2.

Using the search section at the top of the screen, search for the invoice/credit note you want to preview.

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

3.

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

The tick is displayed in the checkbox next to the invoice/credit note to indicate that it is selected.

4.

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

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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.
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.

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