The most direct method to export 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:
- 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" or "Customer Preview" 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 under the "Actions" column and select the "Export to PDF" or "Customer Preview" option from the drop-down.
Once you export your invoice into a PDF, you can open the downloaded PDF from your Downloads folder. The customer preview feature lets you see how the invoice will look to the customer before sending it for their approval.
Note: If you prefer not to display individual prices and costs for line items on the customer PDF invoice, you can use the "Lump Sum View" option. When creating a new invoice, simply check the "Lump Sum View" checkbox. You can also apply this option to an existing invoice by editing it and selecting the "Lump Sum View" in the Edit Invoice pop-up window.
With "Lump Sum View" selected, only the total amount will appear in the invoice PDF and on the View Invoice pop-up window's "Line Items" panel. This feature is beneficial if you wish to keep specific item costs hidden from the customer during invoice creation.
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:
Displays your company name, contact information, and address.
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 the invoice ID and invoice, service, and due dates. The balance due will also be shown.
Displays the customer's name, location, 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 (please note if the "lump sum view" option is selected during invoice creation, only the total will be shown).
Displays the posted payment dates, the amount paid, and balance due.
Displays the subtotal of all the listed products and services, the added tax, any discounts, or markups and the total amount due.
Displays the terms and conditions associated with the invoice.
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 Send Invoices to Customer page.
Note: If you prefer not to display individual prices and costs for line items on the customer PDF invoice, you can use the "Lump Sum View" option. When creating a new invoice, simply check the "Lump Sum View" checkbox. You can also apply this option to an existing invoice by editing it and selecting the "Lump Sum View" in the Edit Invoice pop-up window.
With "Lump Sum View" selected, only the total amount will appear in the invoice PDF and on the View Invoice pop-up window's "Line Items" panel. This feature is beneficial if you wish to keep specific item costs hidden from the customer during invoice creation.
You can access the customer preview of an invoice, allowing you to review how it will appear to the customer before sending it for approval:
The customer preview will appear similar to the invoice PDF layout:
Displays your company name, contact information, and address.
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 the invoice ID and invoice, service, and due dates. The balance due will also be shown.
Displays the customer's name, location, 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 (please note if the "lump sum view" option is selected during invoice creation, only the total will be shown).
Displays the posted payment dates, the amount paid, and balance due.
Displays the subtotal of all the listed products and services, the added tax, any discounts, or markups and the total amount due.
Displays the terms and conditions associated with the invoice.
The customer will be able to approve, request changes, or reject the sent invoice.
Note: If you prefer not to display individual prices and costs for line items on the customer PDF invoice, you can use the "Lump Sum View" option. When creating a new invoice, simply check the "Lump Sum View" checkbox. You can also apply this option to an existing invoice by editing it and selecting the "Lump Sum View" in the Edit Invoice pop-up window.
With "Lump Sum View" selected, only the total amount will appear in the invoice PDF and on the View Invoice pop-up window's "Line Items" panel. This feature is beneficial if you wish to keep specific item costs hidden from the customer during invoice creation.
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:
