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Invoices - Preview / Test Button for DOCX invoices

Adding a preview button when creating an invoice with DocX.

Purpose: To save time rather than to send a dummy transaction.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, this is now possible in new invoicing. 🙂

You'll find when you 'Preview' an invoice in new invoicing if you have applied an advanced branding theme template to the invoice your customised template will be visible.

Alternatively, you can also Print PDF or use the 'Get link' to view the invoice, too. 

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  • Sarah Moey commented  ·   ·  Report

    Allow a PDF preview on Invoice Settings of customised invoices and quotes uploaded on via custom . docx. At the moment, in order to preview customised invoices and quotes, we have to create and invoice/quote and subsequently delete it.