You can preview the PDF version of the documents (invoice, quote, work orders, etc.) your clients will or have received 3 different ways:
In your Settings, under the tab invoice or quote, you can see the preview of your template on the right of your screen:
2. In the message centre linked to each job, you can simply click on the document
sent in the communication thread to view it.
3. From your document (quote, invoice, work order, etc.) you can print it for your
review:
Click on the "ActionS" button
Click on "Print" button
You can then open the downloaded document for your review.