Previewing Invoices

Here you will learn how to preview an invoice before saving it while you create it. This can save you time on corrections and reduce errors.

When creating an invoice, you can quickly review and adjust the details as needed. On the Preview Draft page, you can:

• Edit invoice details (ID, date, subject, etc.)
• Add discounts and taxes
• Add or remove items, adjust amount and time
• Review changes before saving

When you're done, click the Save Draft button to save your invoice.

Invoice Data Format

There are certain rules for entering data when creating or editing an invoice. Below, you'll find a breakdown of key invoice fields and their formats.

• The Discount field accepts numbers from 0.01 to 100 (in the format 00.00).
• The Tax field accepts numbers from 0.00 to 100 (in the format 000.0000).
• The Invoice ID field is required, accepts all characters, and has a maximum length of 30 characters.
• The PO Number field accepts all characters and has a maximum length of 30 characters.
• The Subject field accepts all characters and has a maximum length of 200 characters.
• The Item Type Description field accepts all characters and has a maximum length of 10,000 characters.
• The Item Type Quantity field is limited to 4 decimal places and has a range from 0 to 900,000 when the Time Format is: Hours and minutes, Clock-like, or Decimal hours (with the Store data in minutes option enabled). If the Store data in minutes option is disabled, the field is limited to 2 decimal places.
• The Notes field accepts all characters and has a maximum length of 4,000 characters.
• The date format for Issue Date and Due Date depends on the settings in the current member's profile.