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Step 4 — Preview

Preview screen

Purpose

Display a complete summary of everything selected so far so the salesperson can review before proceeding to payment.

What's Shown

The preview screen presents:

  • Customer details
    • Initials avatar (e.g. JD)
    • Full name (e.g. Jane Doe)
    • Contact information (phone, email)
  • Package summary
    • Package name
    • Price
    • Line item breakdown
  • Subscription summary
    • Plan name/code
    • Price per payment cycle
  • Total cost
    • Displayed prominently (top-right summary card)

A status line indicates readiness (e.g. Ready to collect payment).

Suggested Validations

  • Total should equal the correct combination of package price and subscription price (per business logic)
  • Customer, package, and subscription details must match the selections from previous steps
  • If any required step is incomplete, prevent moving forward and show a clear message

Actions

  • Collect Payment proceeds to Step 5 — Payment
  • Back returns to Step 3 — Subscription