Sample Invoice

Last updated: April 14, 2026

Overview

A sample invoice is available to help you preview how your invoices will appear to customers before sending any live invoices. This is especially useful for validating branding, payment instructions, and overall layout.

The sample invoice is not tied to a real customer or transaction.

What the Sample Invoice Includes

The sample invoice is dynamically generated using your current billing settings. It reflects how your real invoices will look when sent.

Merchant Information

  • Your company logo

  • Your billing address

  • Your company contact details

Payment Details

  • Payment instructions (e.g., wire/ACH details)

  • Enabled payment methods (e.g., credit card, ACH debit, ACH credit)

Invoice Structure

  • Invoice number (placeholder)

  • Issue date and due date

  • Terms (e.g., Net 0)

  • Line items (example items for formatting preview)

  • Subtotal, tax, and total

Customer Placeholder

  • The “Bill To” section uses Tabs Platform as a placeholder customer

  • This allows you to preview formatting without requiring a real customer record

What the Sample Invoice Does Not Do

  • It is not sent to any customer

  • It does not create a real invoice in your system

  • It does not impact reporting or revenue

How to Access the Sample Invoice

  1. Navigate to Billing Settings

  2. Locate the Sample Invoice option

  3. Download or preview the invoice

When to Use a Sample Invoice

Use the sample invoice when:

  • Setting up your account for the first time

  • Updating payment instructions or bank details

  • Enabling or disabling payment methods

  • Reviewing branding (logo, address, formatting)

Important Notes

  • Any changes to billing settings will be reflected in the sample invoice

  • Always re-download the sample invoice after making updates to confirm accuracy

Common Questions

Can I create a blank invoice with no line items?

No. The sample invoice includes placeholder line items to demonstrate formatting and layout.

Can I customize the placeholder customer?

No. Tabs Platform is used as a default placeholder for preview purposes only.