Want to see what your invoice will look like before pressing that big green "Send" button? Send yourself a "Test Invoice" so you can preview it before sending by following these steps!
After reaching the final confirmation screen when creating an invoice, you will see the option to "Send a Test Invoice."
This will send a draft copy of the invoice directly to your email just as though you were the client!
Head to your email inbox to review the Test Invoice.
Looking good? Return to AND CO and you can then proceed to send your invoice to your client.
Otherwise you can save it as a draft so you can send it later or manually mark it as sent.
See these articles on
- You can send yourself as many test Invoices as you need!
- To activate the invoice and online payment option you will need to send the invoice or mark it as sent.
- You will not be able to test the pay invoice button as a test Invoice is saved as a draft invoice and cannot be paid. Clicking this will result in an error.
💌 Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. 💌