Credit notes - Preview before saving as Draft.
We would like the ability to preview the Credit Note BEFORE saving it as a Draft.
Currently, the only option to preview a Credit Note is to save it as a Draft and then use the "Print PDF" option to open a preview.
Instead, we would like an option where we're able to view a preview when creating the Credit Note.
Purpose: To be review the Credit Note for mistakes before officially saving it.
Thank you!
Lina Ngo
shared this idea
Hi Lina! Thanks for sharing your idea we appreciate the need to preview your credit note before it is saved. We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
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almed batlex
commented
Adding a preview option for Credit Notes before saving as Draft would be a highly valuable improvement for workflow efficiency and accuracy. Currently, having to save the document first just to use the “Print PDF” preview adds unnecessary steps and slows down the review process. A built-in real-time preview during Credit Note creation would allow users to quickly check formatting, item details, totals, and customer information for any mistakes before officially saving, reducing errors and saving time. This feature would greatly improve the user experience, similar to how visual planning tools help users review layouts before finalizing, as seen in examples like https://elegantdha.com/5-marla-house-design/ , where previewing a design beforehand makes the final result more accurate and efficient.