There may be times when you need to view or print the PDF document, whether for a quote or an invoice. Perhaps you just want to confirm the document looks the way you have specified, or you want to print a copy of the quote or invoice so you can mail it to your client. 

How do I Download an Invoice PDF?​

            ON DESKTOP:

Navigate to Clients > Orders & Invoices

STEP 1​​​

  • Locate your required service order on the list and click "Invoice No." or "Quote" as appropriate to display the invoice or quote details screen. See Finding an Order for more help.

    • Service orders which have been invoiced will have "Invoice No." and the invoice number written next to them.

    • Service orders yet to be invoiced will have "Quote" written next to them. See Convert a Quote into an Invoice for more help on this topic.

  • From the client's orders screen, identify the order you wish to view the quote for by its name, or the service dates.

  • Click the blue link with the word "Quote" in the "Invoice" column to view the quote.

STEP 2

  • In the left side navigation pane, click "PDF Invoice".

  • Note that you could also click "Summary" in the left-side menu, where you could download the invoice or quote PDF, and the account summary PDF.

STEP 3

​​

  • A copy of the PDF document will be downloaded to your PC so it can be clicked and read in Adobe Acrobat Reader or a similar PDF viewer. It can the be printed out for your records or to give to your client.

  • Here is an example of how the invoice might appear in its PDF format.

ON MOBILE:

STEP 1

  • Tap the Navigator and select Clients > Search

STEP 2

  • Navigate to your client's account from the Clients search page.

  • In the left-side navigation pane, tap "Orders & Invoices".

STEP 3

  • From the client's orders screen, identify the order you wish to view or print as a PDF by its name, or the service dates.

  • Tap the blue link with the word "Quote" in the "Invoice" column to access the quote and create the invoice.

  • If an invoice has already been created for the order, then tap "Invoice No." rather than "Quote".

STEP 4

  • Tap the Navigator, then tap "PDF Invoice" 

STEP 5

  • Use your mobile device's "Share" button to create a PDF document for the quote.

  • Then, if your mobile device is linked to a printer, you can print the pdf document. 

  • Or you can save the PDF file to your device.

ABOUT US



Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.



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CONTACT US



sales@petsitterplus.com

 

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Calling from

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Outside the UK      +44 845 834 0254

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