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Is there a way to preview invoice pdf before user completes the invoice

edited Mar 13, 2026 2:44PM in Receivables & Collections 1 comment

Summary:

is there a way to preview invoice pdf before user completes the invoice?

Content (please ensure you mask any confidential information):

User wants to preview the PDF before they click on Complete. This is because after the invoice is complete there is no way to incomplete it.

And if there is any error in the PDF they would have to cancel and create from scratch.

So is there a way they can review the PDF before completing the invoice?

Version (include the version you are using, if applicable):

26A

Code Snippet (add any code snippets that support your topic, if applicable):

Tagged:

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