You can preview invoices before generating them, allowing you to confirm totals and details ahead of time. This is a key step in the Billing Process!
What does the Invoice Preview offer:
“Preview” option added to the invoice billing workflow
View full invoice details before generating, including:
Total amount
Line item breakdown
Billing frequency (e.g., monthly vs annual totals)
Export preview data to CSV
Proceed to generate invoices after reviewing
This helps reduce errors, avoid unnecessary voids, and gives your team greater confidence before sending invoices.