How Do I Export Invoices as PDFs?

See Also

Web Suite enables you to export and save invoices as PDF files in a user-defined location. You can email or export invoices as PDFs in the Retainer Management screen for the retainer invoices and in the Invoice Review screen for the regular invoices.

 

To save an invoice as a PDF:

 

  1. Open Invoice Review screen from the Billing menu.
  2. Set the filters for selective viewing and then click Refresh.
  3. Select the desired invoice on the grid by checking the box on the left.
  4. Click Print to preview the invoice in the Viewer.
  5. Click the PDF button. Web Suite creates an invoice PDF and saves it locally.
  6. When you have finished, click Close.