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Xero Business Community

Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

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Community > Feature Requests >

Invoice Docx Preview / Test Button

Started by Bradley Field in Feature Requests | Idea

Can a preview button / option be added under the invoice branding "edit" so that you can view what you have created as an invoice without having to create a "dummy" transaction. It would also be good if this preview good be printed to ensure it does look as intended.
Official Xero Reply
Hi everyone - We added a 'Preview' button to Sales invoices. Now, when creating/editing an invoice you'll see a Preview button to view how an invoice will appear to your customer - You even get a shot of what it'll look like from a mobile!

Just to note, DOCX don't play nice with this new feature but you can read up on all the benefits here on our Blog.

If you're used to seeing the "Get online invoice link" where preview now is then pop over to the Options menu and click Share link.

Sonya Jones (Xero Staff)