Invoice Preview and Printing

After generating an invoice, or by clicking View on a generated invoice (or Preview on a draft) in the billing list, you see the invoice preview. This is a read-only view of the invoice. The back arrow in the header (Back to Billing) returns you to the billing list.

Preview Layout

The preview displays the invoice as it will appear when printed:

• Your billing logo (if one is uploaded in your billing settings) and company name at the top left. Invoice number (with prefix), date issued, and due date at the top right.

• Bill To section showing the client’s name, company, address, and email.

• Company address and phone numbers, followed by the Bank Details and Billing Content text from your organization’s billing settings.

Time Entries

Each project’s time entries appear in their own section with the project name and date range. The table columns are Category, Rate, Time, and Total. If entries are linked to Project Manager tasks, the epic and task references appear under the category name along with the entry count. A project total row shows the combined time and amount. Any note added during editing appears in italics below.

Additional Items

Custom line items appear in a separate table with Item, Rate, Qty, and Total columns. Each item’s description appears below the item name.

Invoice Note and Totals

The Invoice Note (visible to client) section shows the note entered in the Billing Note field while editing the invoice, or "No note on this invoice." if none was added. The note is printed on the invoice.

The totals section shows:

• Subtotal

• Discount — only shown if a discount was applied and Show Discount Field on Invoices is turned on in your billing settings. The label includes the discount percentage.

• Tax — with the configured tax label and percentage, or Tax Exempt if the client is exempt. This line is hidden if Show Tax Field on Invoices is turned off in your billing settings.

• Total

If terms and conditions are configured in your organization’s Billing Settings, they appear at the bottom of the preview.

Preview Actions

Up to three action buttons appear at the bottom of the preview page:

• Revert to Draft — only available when the invoice status is "generated". Returns the invoice to draft status, unlocks all associated time entries, and makes the invoice editable again. When you regenerate the invoice, it picks up any new approved time entries in the configured date range. The confirmation dialog has an optional Admin notes field.

• Void Invoice — available for generated, due, paid, overdue, or uncollectible invoices. Opens a dialog requiring an admin note explaining the reason for voiding. Voiding permanently sets the status to void and unlocks associated time entries so they can be rebilled. The voided invoice remains in the system for reference.

• Print Invoice — opens the print dialog.

After you revert or void an invoice, you return to the billing list.

Print Dialog

The print dialog provides options for how the invoice is output:

Output Format

• Print — opens a new window with the formatted invoice and triggers the browser’s print dialog.

• PDF Download — generates a PDF file and downloads it, named with the invoice number.

The confirm button reads Print or Download PDF depending on the format you chose.

Invoice Watermark

For generated invoices, you can select a watermark that prints as large semi-transparent text rotated across the page:

• None — no watermark.

• Due — orange watermark.

• Overdue — red watermark.

• Paid — green watermark.

Time Entries Addendum

Toggle Include all time entries addendum to append a detailed breakdown to the printed invoice. The addendum starts on a new page and lists every individual time entry sorted by date, with columns for Date, Project/Task (including category and task reference), Description, Time, and Duration. A summary line at the top shows the total time and number of entries.