When reviewing an invoice or quote, you may want to check how the email notification and web page will look to your recipient.
Please note that web permalinks are restricted for privacy and security reasons—only the actual recipient of the quote or invoice can view the document via the link.
Recommended: Send a test copy first
To preview the notification message, verify your branding, and experience exactly what your client will see, you can send a test copy to yourself:
- Open the draft invoice or quote and click the three dots (...) menu in the top right corner.
- Select Send test quote or Send test invoice.
- Enter your email address and click Send.
- Check your inbox to view a sample of the email your customer will receive, complete with a link to preview the quote or invoice web page.
- Once you are satisfied with the layout and appearance, return to the draft document to send or schedule it for your customer.
