Invoices in Inuit Link/PCO

[kkgcpa]

Newbie here.  I see you can create invoice templates and invoice while in PCO/Link.  However how do you get it to the client.  I just see that it makes me save it as a pdf.  Is this even worth it or just invoice from my QBOA account?

[itonewbie · Accepted solution]

Welcome to the Community and PTO!

Don't use the Invoice function in PTO, which is really just a glorified and half-baked word processor.  It will only produce a one-time PDF that doesn't get stored anywhere in PTO.

You'd be much better off using QBOA or other solutions to manage your invoices.

[kkgcpa]

Thank you!  That is what I thought.