How to Preview Invoices in Client Card

In this article, you will learn how to preview a client’s invoice directly from their profile in Pabau, without downloading or printing.

This is helpful when you want to quickly check payment details, services, or invoice totals for any appointment.

Step 1: Navigate to the Client Card

Log in to your Pabau account using your credentials. Once logged in, use the search bar at the top of the screen to find and open the profile of the client whose invoice you wish to preview.

Step 2: Access the Financials Tab

From the client’s Summary page, click on the "Financials" section in the left-hand panel.
This will open a breakdown of the client’s invoices, payments, quotes, and more.

Step 3: Preview an Invoice

In the Invoices tab, you’ll see a list of all the invoices linked to the client. To preview one locate the three-dot menu on the far right of the invoice row and click "Preview".

The invoice will immediately open in a pop-up view.

From this same menu, you can also print, share, void, or attach the invoice to an email if needed.