You can use the Preview tab to see an example of your document while you design it. The preview uses data from your most recent transaction to show you what the first page would look like, so you can spot layout problems before you publish.
From the main menu, click Settings, then click Doc Designer.
Click the transaction type that the template belongs to, for example, Invoices.
In the Document tab, use the Template Name drop-down menu to select your template.
Click the Preview tab.
Click the document to enlarge the preview.
To keep a copy, click the PDF Preview link to download the preview as a PDF.
đNote: The preview always uses your most recent transaction. You can't choose a different one. If you don't have any transactions yet, the preview shows dummy data that isn't from your account.
đ¤Tip: For the most accurate preview, create a transaction of the same type first. Then publish your template when you're happy with it.