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Previewing Invoice Emails Before Sending in LeanLaw

How to preview invoice emails before delivery in LeanLaw — seeing the exact email and PDF attachment your client will receive before you hit send.

Before sending an invoice email, LeanLaw lets you preview exactly what the client will see — both the email itself and the attached PDF invoice. This is your final quality check before delivery.

📋 Single invoice only: Email preview is available when sending individual invoices. It is not available when batch-sending multiple invoices. If you want to preview before a batch run, open one representative invoice and preview it individually first.

 

How to Preview an Invoice Email

  1. Go to Billing → Manage Invoices.
  2. Find the invoice you want to preview.
  3. Click the Email button (or three-dot menu → Email) to open the email delivery pop-up.
  4. The email delivery pop-up will display the Recipient Address, Subject line, Body text, totals, and the option to select Payment Links.
  5. Review the content carefully for accuracy and edit as needed.
  6. Click Send when ready.

💡 What to check in the preview: Verify the client's name and email address are correct, the invoice total matches what you expect, the PDF attachment opens correctly, and any payment link buttons display and link appropriately.

 

Template Preview vs. Email Send Preview

LeanLaw has two distinct preview experiences — it's worth understanding the difference:

Preview Type

What It Shows

Template Preview

Live preview of your invoice PDF template layout using placeholder data. Updates as you customize the template in Invoice Email settings.

Email Send Preview

Preview of a real invoice email with actual client data — the exact email your client will receive.

 

💡 Best practice: Use the Template Preview when setting up or modifying your invoice template design. Use the Email Send Preview as a final check before delivering invoices to clients.