Thanks for following up on this thread, kklkawev.

You've got those steps correct!

Additionally, there are a couple of options to preview your invoice:

• You may consider the "Print preview" function by clicking print but only viewing the preview before actually printing.
• Or, you can include yourself to receive a copy in the Bcc/Cc for emails. This would provide a copy of the invoice but would be sent to you the same time it is sent to your customer.

For other options I recommend submitting feedback to the Product Development Team for review. This can be done through your QuickBooks Online account by clicking the Gear icon in the top right corner, then select Feedback. Once you've done that, you can check the Firm of the Future site for info about product updates and feature releases.

Please don't hesitate to reach back out if you have any other questions. I'll be here to help in any way that I can.