How do I preview an invoice and choose what it shows?

Open the invoice's preview and switch off anything you don't want printed. On a project's Financials tab, under Invoices, open the menu on the invoice's row and choose Preview, or click PDF in the invoice itself. The invoice appears on the left exactly as your customer will get it, with switches on the right.

What you can show or hide.

• Header: Invoice number, Issue date, Due date.
• Info blocks: Customer, Project info, Sales rep info.
• Line items: Qty, Unit, Rate, Amount.
• Totals: Subtotal, Tax, Payments, Payment methods.
• Extras: Notes, Photos.

The total and the balance due always print, so the document never hides what is owed. When Tax is on, the tax line prints even when the tax is $0.00.

Payments. Each payment prints as its own line, for example "Payment by check on Sep 10, 2026". Turn off Payment methods to drop the method, so the line reads "Payment on Sep 10, 2026". Turn off Payments to leave the payment lines out entirely; the balance due still prints.

The settings belong to the invoice. Whatever you choose is saved on that invoice straight away, and it is what your customer gets everywhere: the PDF you download, the copy attached when you send it, and the one they download from their payment page. Other invoices are not affected. You can change the settings on an invoice that has already been sent or paid, because they change how it looks, not what it charges. Changing them needs permission to edit invoices.

Download or save a copy. The Download menu at the top has two choices. Download saves the PDF to your computer. Save to project files a copy in the project's documents: give it a name, pick a folder, and save. Continue takes you on to send the invoice.

A paid invoice carries a green Paid stamp under its dates, so it reads as settled at a glance.

To change your logo, colours, or the email that goes with an invoice, see how to change what your customers see on your estimates and invoices.