{"id":1319,"date":"2025-07-10T14:33:49","date_gmt":"2025-07-10T14:33:49","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&p=1319"},"modified":"2025-07-10T14:33:50","modified_gmt":"2025-07-10T14:33:50","password":"","slug":"preview-and-send-invoice","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=preview-and-send-invoice","title":{"rendered":"Preview and Send Invoice"},"content":{"rendered":"\n

Invoice Preview Configuration<\/strong><\/h2>\n\n\n\n

Step 1: Preview Invoice<\/strong><\/h3>\n\n\n\n

Review before sending:<\/p>\n\n\n\n

  1. Click Preview<\/strong> button<\/li>
  2. PDF generates with all customizations<\/li>
  3. Review for:
    • Correct customer information<\/li>
    • Accurate line items<\/li>
    • Proper calculations<\/li>
    • Professional appearance<\/li><\/ul><\/li><\/ol>\n\n\n\n

      Preview Shows<\/strong>:<\/p>\n\n\n\n

      • Company logo and info<\/li>
      • Complete service details<\/li>
      • All charges itemized<\/li>
      • Clear total due<\/li>
      • Payment instructions<\/li><\/ul>\n\n\n\n

        Invoice Delivery Options<\/strong><\/h2>\n\n\n\n

        Automatic Email Delivery<\/strong><\/h3>\n\n\n\n

        Configure auto-send rules:<\/p>\n\n\n\n

        Auto-Email Process<\/strong>:<\/p>\n\n\n\n

        1. Job marked complete<\/li>
        2. Invoice generates<\/li>
        3. System waits for the approval <\/li>
        4. Email sent automatically after approved<\/li>
        5. Status updates to “Sent”<\/li><\/ol>\n\n\n\n

          Manual Review and Send<\/strong><\/h3>\n\n\n\n

          For invoices requiring review:<\/p>\n\n\n\n

          Manual Process<\/strong><\/p>\n\n\n\n

          1. Invoice generates in draft<\/li>
          2. Notification to billing team<\/li>
          3. Staff reviews invoice<\/li>
          4. Makes any adjustments<\/li>
          5. Clicks Save and Send to Customer<\/strong><\/li><\/ol>\n\n\n\n

            When to Review Manually<\/strong>:<\/p>\n\n\n\n

            • High-value invoices<\/li>
            • New customers<\/li>
            • Unusual services<\/li>
            • Warranty work<\/li>
            • Disputed charges<\/li><\/ul>\n\n\n\n

              Email Configuration<\/strong><\/h3>\n\n\n\n

              Set up professional email delivery:<\/p>\n\n\n\n

              Email Template<\/strong><\/p>\n\n\n\n

              Subject: Invoice #[Invoice Number] – [Company Name]<\/p>\n\n\n\n

              Dear [Customer Name],<\/p>\n\n\n\n

              Thank you for choosing [Company Name] for your service needs. <\/p>\n\n\n\n

              Attached is your invoice for services completed on [Service Date].<\/p>\n\n\n\n

              Invoice Summary:<\/p>\n\n\n\n

              – Invoice Number: [Invoice Number]<\/p>\n\n\n\n

              – Service Date: [Service Date]<\/p>\n\n\n\n

              – Amount Due: [Total]<\/p>\n\n\n\n

              – Due Date: [Due Date]<\/p>\n\n\n\n

              Service Performed:<\/p>\n\n\n\n

              [Auto-populated job description]<\/p>\n\n\n\n

              Payment Options:<\/p>\n\n\n\n

              – Pay online: [Payment Portal Link]<\/p>\n\n\n\n

              – Check: [Mailing Address]<\/p>\n\n\n\n

              – Phone: [Phone Number]<\/p>\n\n\n\n

              Please contact us if you have any questions.<\/p>\n\n\n\n

              Best regards,<\/p>\n\n\n\n

              [Company Name]<\/p>\n\n\n\n

              [Contact Information]<\/p>\n\n\n\n

              Email Features<\/strong>:<\/p>\n\n\n\n

              • Professional HTML template<\/li>
              • Mobile-responsive design<\/li>
              • PDF attachment<\/li>
              • Payment link included<\/li>
              • Read receipts optional<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"

                Invoice Preview Configuration Step 1: Preview Invoice Review before sending: Click Preview button PDF generates with all customizations Review for: Correct customer information Accurate line items Proper calculations Professional appearance Preview Shows: Company logo and info Complete service details All charges itemized Clear total due Payment instructions Invoice Delivery Options Automatic Email Delivery Configure auto-send…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[15],"doc_tag":[],"class_list":["post-1319","docs","type-docs","status-publish","hentry","doc_category-billing"],"year_month":"2026-05","word_count":208,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/document.fieldax.com\/?author=1"},"doc_category_info":[{"term_name":"Billing","term_url":"https:\/\/document.fieldax.com\/?doc_category=billing"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1319","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1319"}],"version-history":[{"count":1,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1319\/revisions"}],"predecessor-version":[{"id":1320,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1319\/revisions\/1320"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1319"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1319"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1319"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}