<!-- https://nuforce360.com/help/troubleshooting/invoice-preview -->
# Invoice Preview

What the /hello/viewer screen shows customers when they open or enter a token for an invoice, and how to troubleshoot a broken link.

# Invoice Preview

This is the page a customer lands on when they open the secure invoice link you send, or type in the token from that email by hand. It shows the invoice details, and lets them download a PDF, accept an estimate, pay online, and view past payments and receipts.

## What you can do here

You don't act on this screen yourself, but it helps to know what it does, since customers will ask you about it.

- **Automatic entry**: clicking the link in the invoice email picks up its embedded token automatically, landing the customer straight on the invoice, no typing required.
- **Manual entry**: if a customer lost the link, they can go to the token entry screen, paste the token from their email into the Invoice Token field, and click View Invoice. An invalid token shows an error so they can check it and try again.
- **Invoice details**: once verified, the customer sees your business header and logo, the invoice number, a status badge (ACTIVE or ESTIMATION), the amount due and due date, the billing address, and a line item breakdown with quantity, unit cost, discount, tax flag, subtotal, tax, total, amount paid, and any minimum payment due.
- **Make Payment**: shown when a payment is required and the invoice isn't a pending estimation, takes the customer to the payment screen.
- **PDF**: opens a downloadable copy of the invoice in a new tab.
- **Refresh**: reloads the invoice data, useful right after you record a payment on your side.
- **Accept Estimation**: shown only while the invoice is a pending estimation, with any required down payment called out before accepting.
- **Payment History**: past payments on the invoice, each with a receipt link.

## Steps

1. Send the customer their invoice. It includes a secure link with a token built in.
2. The customer clicks the link and lands directly on the invoice preview, no account or login needed.
3. If the link doesn't work, or the customer switches devices, send them to the token entry screen instead, to enter the token from the email and click View Invoice.
4. From the invoice preview they can review charges, download the PDF, accept a pending estimate, or pay online.
5. If a token comes back invalid, have the customer copy it again from the original email. A token entered on one browser isn't remembered on another device.

## Related

- /help/billing-payments/invoices
- /help/billing-payments/online-payments

<!-- REVIEW NOTES (drafting agent could not verify):
  1. The route /hello/viewer itself (page.tsx) is only the token-entry gate; the invoice content described (line items, PDF, Make Payment, Accept Estimation, Payment History) lives at the child route /hello/viewer/invoice, reached automatically after token verification. The article treats these as one continuous customer flow since that's how an owner would experience it, but they are technically separate pages in the source.
  2. The two /help/... Related links are plausible topic guesses based on the site's planned help-centre IA (billing & payments category); no actual help articles exist yet in the codebase to confirm these exact slugs.
  3. 'No account or login needed' is inferred from the page requiring only a token (no auth calls in the code), not from an explicit statement in the source.
-->