How to Preview an Invoice or Credit Note

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 Manage Invoices/Credit Notes. The Invoice Search List screen opens.
2.	Using the search section 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.
3.	In the list grid in the bottom part of the screen where invoices/credit notes matching your search criteria are listed, click the invoice/credit note 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 to the invoice/credit note you clicked is selected.
4.	Click . A preview window opens, showing a preview of the invoice/credit note you selected.

Note:
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 Portal > Billing> Manage Deliver >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.