Preview and print/save PDF

See the exact customer-facing document before sending, and print or save it as a PDF from any surface.

What it is

Preview builds a synthetic invoice from the unsaved editor state and renders it through the same viewer the customer gets — no save required. Print/Save PDF uses the browser's print path with CSS that strips every piece of chrome, and a ?print=1 deep link fires the print dialog on load so an admin can go from a list row to a Save-as-PDF prompt in one click.

Also called: what will the customer see · invoice PDF · print invoice · save as PDF

See it
Preview and print/save PDF
Prepared for
Marlin Hoover
1140 Ridge Line Rd · Fair Play
Shell package$35,073
Concrete & site$10,183
Doors & windows$6,788
Trim & finish$4,526
Total
$56,570
Signature
The preview overlay covering the editor, showing the branded light-theme invoice with the green Send to Customer button in the toolbar. src/components/invoices/InvoiceViewer.tsx in previewMode. Sample data — no customer information appears here.
How it works
  1. 1previewInvoice memoises the current draft into a full Invoice shape and hands it to InvoiceViewer with lineItemsOverride and includedSectionsOverride.
  2. 2A Send to Customer button is surfaced inside the preview so the user doesn't have to close it to send.
  3. 3Print/Save PDF calls window.print(); @media print rules hide the toolbar and modal chrome.
  4. 4The public portal page honours ?print=1 to auto-open the print dialog.
Why we built it

An invoice that looks right in the editor and wrong in the customer's browser gets discovered by the customer. The same branded layout now renders in the editor, the preview, the printed or saved PDF and the customer's own page, so a section left switched off or a logo sized wrong is caught before the invoice is locked and sent rather than after.

The problem
  • No way to check the customer-facing document before locking it.
  • PDF output differing from what was on screen.
Sound familiar?
What you get
What you approve is literally what the customer opens.
PDF in one click, from the list or from inside the invoice.

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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