To view the 'Summary Preview' in a subcontractor invoice.
As you work on creating and editing your subcontractor invoice, you can expand the 'Summary Preview' card on your invoice to see what your final invoice is going to look like.
Things to Consider
- Required User Permissions:
- You must be an invoice administrator.
- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab.
- Locate the invoice to preview.
- Click the Invoice # link to open it.
- Scroll down to the Summary Preview.
- Click the arrow to expand the Summary Preview card.