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Can I Still Use the Invoices App to Create Invoices that I Give to a Customer in Person?

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Updated on January 3, 2017 11:21PM by Admin

Yes, of course there is! Every invoice that is created will automatically generate a PDF file containing all of the invoice information. Even when you email the invoice to your customer, a PDF version of the invoice is attached.

Steps to Provide Invoices to the Customers

  1. Log in and access Invoices App from your universal navigation menu bar.
  2. Click on "By status" and select "Paid" option.
    invoice-status 
  3. Now select an invoice from the list and select "Print PDF" drop down from "Bulk Actions".
              print-PDF
  1. In overview page, click "Print PDF" button to provide a copy to the customer in person.
     
  2. Even if you choose to email the invoice to your customer, they can download the attachment and print the invoice, or they can review the invoice details on the link sent to them, and download the PDF from there as well.

invoices-PDF-format