Bill Downloads

Q1. Can I download an active bill PDF?

• Yes, you can download the active bill PDF from the bill details.

• See below for an example of the downloaded file.

Q2. Can I download a draft bill estimate PDF?

• Yes, you can download the estimate PDF from the draft bill details.

• See below for an example of the downloaded file.

Q3. Can I download an active bill approval record PDF?

• Yes, you can download an approval record from the active bill details.

• See below for an example of the downloaded file

Q4. Can I download a bill payment PDF?

• Yes, you can download payment advice.

Q5. Can I customize the contents of any PDFs?

• Yes, there are a couple of ways that this can be done:

  1. Via custom fields - See Custom Fields for more information.

  2. Adding a logo to your customer credit note - You can do this by setting a unique logo in PDF Templates. Head over to Settings > Templates > PDFs > Choose a Template > Header > Upload Logo.

Q6. Will the downloaded PDF display amounts in the base currency or the currency of the bill?

• The downloaded PDF will display amounts in bill currency.