Send Document now includes a billing preview and developer mode
Improved the Send Document dashboard with a live billing preview and a developer mode for API-focused workflows.
We’ve upgraded the dashboard Send Document page to better support both billing users and developers.
What changed
- Billing mode (default): The page now shows a live document preview so you can verify how the generated billing document will look before sending.
- Smart defaults while composing: The form can suggest the next document number (invoice/credit note) and auto-fill the last used IBAN to speed up repeated sending flows.
- Developer mode: Toggle to a developer-oriented view that focuses on the API payload and advanced options during document composition.
- Improved form UX: Better grouping and progressive disclosure for counterparty details, payment/options, and attachments—making the flow easier to complete without losing context.