Viewing invoices

Viewing and previewing invoices in Autotask are very similar experiences.

  • In preview mode, you will see a Preview watermark, and the Un-post button will be displayed. But otherwise, each invoice will be presented exactly how it will appear to the customer. Invoice preview is a great tool for reviewing all invoices in a batch before they are processed, and un-posting individual invoices if necessary.
  • In view mode on the Invoice History page, the invoices appear exactly as they were generated.

To open the page, use the path(s) in the Security and navigation section above.

NOTE  If Multi-currency is enabled, the Invoice Preview page and all published invoices display all values in the customer currency only.

How to...

Troubleshooting

Why is labor associated with an expired fixed price or recurring service contract not showing up on my invoice?