Preview an Invoice

Invoice Template

How your invoices look like will be based on the invoice template you have set up at the backend, specifically the Templates Setting.

To change the template settings, go to the profile icon at the upper right-hand corner of the Industrack page and select Settings. From the left navigation, go to Templates and select Invoice Template. Re-set your template from here.

View the Invoice

To preview an invoice, open the invoice page first. You can do this through the customer’s Address Book, the completed jobs page of the Schedule module, the Estimates and Invoices lists.

From Customer’s Address Book

From the Invoices tab of the customer’s Address Book, find and click to open the invoice you want to view.

You can also open the invoice page through the Estimates tab of the customer’s Address Book. Click on the 3-dot menu to the right of the invoiced estimate and select View Invoice. The option will be grayed out if the estimate has not been invoiced or converted to an invoice.

From the Jobs tab, click on View Invoice to the right of an invoiced job.

The specific invoice will open. Preview the invoice from the page or window.

From Schedule Module

If the job has already been completed and invoiced, you can preview this from the Schedule Module. Go to the Actions tab and select View Completed Jobs.

From the list of completed jobs, click the 3-dot menu to the right of the job. Select View Invoice. If this option is not available or is greyed out, this means that the job has not been invoiced.

The specific invoice will open. Preview the invoice from the page or window.

From Estimate Module

If an estimate has been converted to an invoice, you will be able to preview this from the Estimate Module. Click the 3-dot menu of the invoiced estimate and select View Invoice.

The specific invoice will open. Preview the invoice from the page or window.

From Invoices Module

From the Invoices Module, open the specific invoice by clicking on it from the Invoices List.

The specific invoice will open. Preview the invoice from the page or window.

Preview the Invoice

With the selected invoice open, go to the Actions tab and select Preview.

The Invoice Preview will come up.

From here, you can save a copy of the invoice in PDF format. Click Save as PDF at the upper right-hand corner of the window.

The PDF file will be downloaded to your computer. Open the document to view this, send it to the customer or file this in your computer folder.