Invoice > Customise and Print an Invoice

In WorkBook you can amend the layout of individual invoices to only display the information you want the client to see by amending the print and layout settings.

AMEND PRINT & LAYOUT SETTINGS

• Go to the print and layout settings icon

• Select the items you wish to display on your invoice

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REVIEW AND PRINT INVOICE

To review the invoice client-facing output:

• Go to the reports icon

• Select invoice (351)

• Click on view report as PDF icon. The resulting PDF will reflect the print and layout settings selected

• Print and layout settings can only be edited when the invoice is in the approval status “under preparation”, so it is worth checking the settings prior to invoice approval

Open

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