It is now possible to save invoices directly from Forecast as PDFs. This provides an easy way to generate a simple invoice directly from Forecast. On the Project Invoicing or All Invoices pages, in the 3-dot menu, users can now select 'Download'.
This will display options for what to include or exclude on the invoice. Hitting 'Download PDF' will start the download.
When you press 'Download PDF', a PDF copy of the invoice will be created.
We hope you find this helpful!
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