When working with invoices in Rounded, users often have questions about the differences between the editor and preview views, as well as how placeholders function in templates and actual invoices. This article explains these aspects to help you better understand how invoices are displayed and processed.

In Rounded, the editor view is designed for creating and editing invoices. It includes editing controls and tools that allow you to customize the invoice. As a result, the editor view may look different from the final layout of the invoice. The preview view, on the other hand, shows exactly what your client will see when you send the invoice. This includes the final formatting, logo placement, and overall design. If your invoice looks correct in the preview, that is how it will appear to your client. Always use the preview to confirm the final appearance of your invoice before sending it.

Placeholders, such as generic names or company details, are used in invoice templates to provide a structure for your content. These placeholders are visible in both the template and its preview. However, when you create an actual invoice and select a client, all placeholder information is automatically replaced with the real details of the selected client. This ensures that the invoice sent to your client contains accurate and personalized information. By understanding these features, you can confidently create and send professional invoices in Rounded, knowing exactly how they will appear to your clients.