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Review upcoming invoice lines before generating invoices. Use Invoice Preview to see the invoice lines that are generated for billing schedules, without creating actual invoices. You can preview invoices at either the account level or for a specific Billing Schedule Group.
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Insurance Brokerage is enabled |
| User Permissions Needed | |
|---|---|
| To generate invoice previews: | Billing Admin OR Billing Operations User OR Billing Customer Service |
Invoice Preview is provided as a standard Lightning App component. If the Preview Invoices tab isn’t visible, add the component to the page using Lightning App Builder and activate the page.
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