Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

How do I print the invoice to a pdf file so I can email the invoice to the client?

pc321
Level 3

I want to email the invoice to the client.  How do I print the invoice to a pdf file so I can email the invoice?  Unlike all the other forms in ProSeries, the invoice does not have a print to pdf option.

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Solution

Accepted Solutions
Just-Lisa-Now-
Level 15
Level 15

Does this work?

invoicepdf.png


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

View solution in original post

3 Comments 3
Just-Lisa-Now-
Level 15
Level 15

Does this work?

invoicepdf.png


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
klimli
Level 3

No that keeps printing the Client Billing form itself.

When we go to Tools/Billing/View Invoice it renders with a print button that will not respect PDF.

We need the actual client invoice to be available on left side nav in ProSeries so we can print it the way you show.

0 Cheers
Just-Lisa-Now-
Level 15
Level 15

works for me if I check the boxes shown above in the Print Selected Forms Print window. 

I dont think you can directly Email it from ProSeries though, youd have to attach the PDF to an Email outside of PS.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
0 Cheers