The most direct method in exporting your invoice into a PDF file, is to access the "List" tab. Please see Invoices List for more information on how to access this page.
Once you are on the "List" tab, there are four different ways you can access your PDF Invoice:
- Invoice ID- Once you click on the Invoice ID, you will be directed to the View Invoice pop-up window:
- From this window you can access the "Export to PDF" or "Customer Preview" option from the Individual Actions drop-down; you can also click on the PDF button to access the PDF directly or select the Magnifying Glass icon to see the customer preview of the invoice:
- You can also click on the "Payments" tab and select the "Export to PDF" option on the desired invoice from the "Actions" column:
- Please note that there are various ways to access the View Invoice pop-up window. Please see the View an Invoice page for more information.
- Right-click the selected invoice and select the "Export to PDF" option from the drop-down.
- Select the More Actions button and select the "Export Selected to PDF" option from the drop-down. Please note that this option will export multiple invoices into PDFs at once.
- Select the Individual Actions button under the "Actions" column and select the "Export to PDF" option from the drop-down.
Once you export your invoice into a PDF, open the downloaded PDF from your downloads folder.
Your invoice PDF will display your company image, invoice items and description, unit price, total, and more. You can send this PDF invoice to your customers or keep it for your records:
The image for your company logo will be displayed here; want to use another logo for your company? Please see Account Settings for further instructions
Displays your company name and address
Displays the invoice id, the date the invoice was issued, and the payment due date
Displays the customer's location name and address
Displays the bill to customer's name and address
Displays the invoice items, unit price, the quantity, and the amount of the listed service or product
The comments section will display the notes from the invoice. Any comments added to the View Invoice pop-up window or entered in the Add Invoice pop-up window will be displayed here.
Displays the subtotal of all the listed products and services, the added tax, any discounts, or markups and the total amount due
Displays the closing salutation for your invoice and a smaller image of your company logo
Please note that you can set up a different billing address from your customer's default address. For more information on how to add a different billing address, please see the View Customer page's "Billing Information" section.
MobiWork also offers additional custom options for your PDF invoices. Please contact our Sales Team to get price estimates.
The image below is an example of a customized invoice PDF that MobiWork can personalize for your company:
