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:
Via custom fields - See Custom Fields for more information.
Adding a logo to your bill - You can do this by setting an organization logo in Settings > Organization Details.
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.