See what your client sees
- Open the quote or the invoice.
- Click Preview as client. On a computer, it sits next to the main button, such as Send quote or Send invoice. On a phone, open Actions, then tap Preview as client.
- A quote has three tabs: Quote page, Email, and PDF. An invoice has three tabs: Pay page, Email, and PDF.
- Read the pale green banner at the top, then look through each tab. Everything on the preview is read-only.
- When you are done, click Back to and the quote or invoice number, for example Back to INV-2026-0001.
You can also open this preview from the send window. In Send quote by email and Send invoice by email, See what your client sees opens the preview in a new tab.
What your client sees
This preview is that view. On a quote, your client is labeled Bill To. The pale green banner says this is exactly what your client sees, and that you cannot accept, sign, pay, or send from the preview. Buttons your client would use are turned off. Nothing is sent and nothing is charged.
Common questions
No. The preview stays on your side. It does not send an email or a notification.
No. The preview is read-only. Those actions stay turned off so you can look without changing anything.
A void invoice does not show **Preview as client**. The pay link no longer works, so there is no client view to open.
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