Overview
The simplest way to preview changes is to re-render an existing invoice, or generate a new one. We recommend you use a test customer account for this purpose, although any re-rendered invoice will reflect the changes.
It is easiest to have the My Invoice Template pages open in one browser tab and have the Customer > Invoices tab of a test account open in another tab. Make the required changes to your invoice template, then re-render the invoice. The changes you've made will be able to be viewed once the re-rendered invoice has been opened.
If you do not have any invoices yet, you can create an immediate invoice to preview the changes.
Invoice design settings are stored in a cache. If you make changes to an invoice design, you will need to wait up to 5 minutes before re-rendering an invoice before the changes take effect.
Invoice layout changes are not subject to a waiting period.