Preview / Re-Render Invoice

Permissions and Settings

Anyone that can open an invoice can preview it. 

When an invoice is issued we save a copy of it for audit trail purposes. Even if the invoice is later deleted we still have this copy. These copies do not count towards storage limits or incur storage fees. When you preview the invoice we send this stored version.

Invoices can also be uploaded to Project Workspaces. If you upload your invoice into a workspace then it does use workspace quota and incurs storage fees. 

Editing information on the Invoices - Billing Details tab passively triggers a re-render.

You can force a re-render from the Manage button. You should only need to re-render invoices if something about your own business details change. Here are some examples,

• an invoice uses template A200. You change the A200 to show an additional column. You may want to re-render your invoices to also include this additional column
• you update your /wiki/spaces/docworkspace/pages/10322008 and want the invoices to show these updates

To re-render an invoice you need to be an approver or have the void/delete cost center permission:

Invoice Templates

To customize the way your invoices look please reference these additional help pages. 

• Template Editor
• Invoice Template Manager
• Invoice Template Examples
• Legacy Invoice Template Examples

Projector includes the following stock invoice templates:

• A100
• A100C
• A100D
• A200
• A300