Forum Discussion

JeremyH's avatar
JeremyH
Contributing User
6 months ago

Previewing invoices

Is there a way to preview the invoices before recording the invoice?
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  • Princess_R's avatar
    Princess_R
    6 months ago

    Hi JeremyH 

     

    So sorry for the confusion earlier. You can't actually preview the invoice before recording it. You can only do that after you've saved the invoice. To make changes to the invoice transaction, first untick the setting: Transactions can't be changed; they must be reversed for you to be able to edit and add other items to the transaction. Additionally, if you would like to see this as a feature in possible future updates, I would recommend posting this as a suggestion on our AccountRight Idea exchange board for our developers to review and consider. Let me know if you need further assistance.

     

    Cheers,

    Princess

Princess_R's avatar
Princess_R
MYOB Moderator
6 months ago

Hi JeremyH

 

Welcome to the Community Forum! 

 

Absolutely, you can preview your invoices before recording them. Just hit the 'Print' button and select 'Preview'. This will give you a good look at your invoice before you go ahead and record it. I've attached a screenshot below for your reference. If you need any more help, feel free to reach out. 

Cheers,

Princess

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