Downloadable Invoice PDF for Unbooked Leads
complete
H
Harp & Bowl Coffee Co.
I would like to have the ability to convert a quote into a downloadable invoice PDF for both my records and my client's. Currently, I have to use another software to recreate the quote as an invoice, which is time-consuming. Having a direct option to generate an invoice PDF from a quote would streamline my workflow and ensure consistency in documentation.
Daniel Rediger
marked this post as
complete
Invoices are auto-generated when a quote is booked. Once created, an invoice can be printed or downloaded as a PDF.
J
Jenna Jackley
Daniel Rediger is there a way to create an invoice or PDF
before
a client books? We have lots of clients requesting these, and lots that need to see the processing fee on the invoice before they can get approval for booking.