Exporting invoices to PDF?

Hi there,

Newbie here, so please be kind!

Can someone tell me if I can export invoices, as they appear in Quickfile, as, say, a PDF? I want to be able to do this, so that I can attach the invoice to a normal email for various reasons. I can only find that you can export to CSV, which is not what I want, as I said, I want the invoice as it appears in QF.

Many thanks for any advice.

Hi @Renoire

You have a couple of options here.

You can simply preview any invoice and click the β€œPrint” button, this will open the invoice as a PDF which you can then save to your disk.

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The other option is to go to the client settings and tick the box β€œAllow PDF Attachments”.

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Now when you click to send an invoice you will have the option to attach as a PDF.

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You can then email it to yourself or send as a CC.

Thanks so much. That’s exact;y what I needed to know. Simple really!

Thanks again.

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