Preview an Invoice

This guide walks you through previewing an invoice in the Organiser Portal so that you can verify its layout and details. You need access to the Organiser Portal and at least one existing invoice. You’ll open the invoice area, select an invoice, and switch to the Preview view. The result is a rendered invoice preview showing all key information, including dates, amounts, and layout.

Estimated time: 1–2 minutes.

Tip: widen your browser for a proper A4 layout and update PO Reference before previewing if needed.

Step-by-Step Quick Guide

- Open the Organiser area.

- Select Invoice in the resource bar.

- Review the Invoices view and locate the target invoice.

- Click the invoice row to open Invoice Details.

- Choose the Preview tab in Invoice Details.

- Review the rendered invoice layout, totals, and details.

Common Mistakes & Fixes

- Wrong area selected → Ensure Invoice is selected in the resource bar.

- Invoice incomplete → Complete or create the invoice first.

- Wrong status/version → Open the correct invoice version before previewing.

- Incorrect dates → Verify Invoice Date and Due Date in the preview.

- Insufficient permissions → Request invoice access from your admin.

- Wrong event context → Confirm you are viewing the correct event.

FAQ

Q: Where do I find the invoice area?

A: Open the resource bar and select Invoice.

Q: Which fields are required to preview?

A: None. The preview displays the current invoice data.

Q: Can I change invoice data after preview?

A: Yes. Return to Invoice Details, make edits, and preview again.

Q: How can I recover from a failed preview?

A: Reload the invoice view, reopen the invoice, and select Preview again.

Q: Who can preview invoices?

A: Users with invoice permissions in the Organiser Portal.