Testing invoices
How do you recommend customers test invoice templates? Surely there must be a better way then having to wait for the cycle to occur? Preview is nice but doesn't include our plan tracked items, etc.
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nathan closed this discussion on 30 Mar, 2011 04:52 PM.
nathan re-opened this discussion on 30 Mar, 2011 04:52 PM
Support Staff 1 Posted by Marc Guyer on 31 Mar, 2011 07:22 PM
Hi Nathan -- There really isn't a great way to do this if you have things to test that the fake data doesn't cover in the preview.
We deal with that for our templates by BCC'ing ourselves on the emails that go out. Then we have a log of the emails and can tweak as needed.
2 Posted by nathan on 31 Mar, 2011 07:24 PM
OK. For other's benefit, I wanted to mention that one way I did find to speed this process up was by changing the billing date to today which produced an immediate invoice that I could test.
nathan closed this discussion on 31 Mar, 2011 07:24 PM.