3. Preview

After adding the invoice lines and possibly writing a comment, you can view the preview of the invoice. To do this, click on step 3 ‘Preview’ at the top of the screen.

You will see a preview document with the invoice. Here you can check the information on the invoice to see if everything is correct and complete before sending it to the relation.

The invoice number in the preview starts with a ‘T’. This indicates that the invoice number is temporary. The invoice number can still change if you are going to send the invoice at a later moment, after sending other invoices first.

You can still make changes after viewing the preview. At the top of the screen, click on the step where you want to make the changes. After making the changes, check the information again in the preview. You can repeat this until content of the invoice is satisfactory.

When the invoice is complete, you can proceed to step 4: Process. To do this, click on ‘Go to send’ in the toolbar.