- Open the Call record
- Click the Call Extended Menu > Preview Billing Report
- Select the Print Options, then click Print button
- If printing to screen, on a separate browser tab, you may preview what an Invoice would look like for this Call
- Ensure output contains all the shipped Items and Labor (labour), along with the price you expect to be invoiced. If anything is missing, resolve first before proceeding to Call completion
- Be aware the Billing Preview includes a Cost section – for gauging the Call profitability (which would not be on an actual Invoice) and does not generate an InvoiceNo, since this Preview Report is not a billing function