How Do I Export Invoices as PDFs?

BillQuick Online enables you to export and save invoices as PDF files in a user-defined location. You can email or export invoices as PDFs in the Retainer Management screen for the retainer invoices and in the Invoice Review screen for the regular invoices.

To save an invoice as a PDF:

1. Open Invoice Review screen from the Billing menu.
2. Set the filters for selective viewing and then click Refresh.
3. Select the desired invoice on the grid by checking the box on the left.
4. Click Print. It opens the invoice in the PDF Report Viewer, where you can save it to the desired location as a PDF.
5. When you have finished, click Close.