Invoice PDF
To send an invoice to a customer, preview its PDF — the copy the customer reads — and save or print it from your browser.
Before you start
Section titled “Before you start”You need Invoice View — the same permission that lets you open the invoice. A voided invoice offers no preview, so print what you need before voiding one.
- Open the invoice.
- Select Preview. The PDF opens in a new browser tab.
- Save or print it from the browser, then send it to the customer yourself. easySales does not post or email it for you.
What happens next
Section titled “What happens next”Nothing on the invoice changes. Generating the PDF only reads the record, so the status, the figures and the payments are exactly as they were, and you can generate it as often as you like — after an edit, after a payment, or because the customer lost the first copy.
The document carries your company’s letterhead and company block, the customer’s name and billing address, the invoice number, the invoice date and the due date, each line with its quantity and price, the tax lines, the grand total and your terms. A foreign-currency invoice prints the rate that was saved on it, not today’s rate, so a reprint of an old invoice still reconciles.
Rules to know
Section titled “Rules to know”- An invoice that has not been issued does not print as an invoice. The heading reads PROFORMA INVOICE on every design, and a design that prints a status stamp adds DRAFT. That wording is automatic: it is shown as read-only in the document settings and cannot be edited or switched off. Once the invoice is issued, the heading is whatever your design says, and the document also lists the earlier proforma number as a reference — see Issuing and numbering.
- Singapore only: if your company is registered for GST and the invoice charges GST, check that your design’s heading says “Tax Invoice”. easySales warns you at issue when it does not — see the registration in Company & tax.
- Which design and letterhead the PDF uses is a setting for the whole Licence, not a choice you make per invoice.
- A draft’s PDF shows the customer details currently on the account. An issued invoice prints the customer name and address it was issued with.