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.
Required Editions
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.
Open a Billing Schedule Group record.
Go to the Preview Invoices tab.
Enter a Preview Date to include invoice lines with billing dates on or before that
date.
Enter Billing Periods to control how many upcoming billing periods to preview.
Click Preview.
The preview displays the invoice lines that would be generated based on the current
billing configuration. Invoice Preview doesn’t create invoices. It only helps validate timing
and amounts before invoice generation.
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