In your XSite's invoice manager, you can save and
send an invoice in a few different ways. Just double-click to open any
invoice. In the invoice editor, choose the appropriate option for our
needs. Options include:
- Click Save to save any changes you made to the invoice.
- Click Preview to see how a printed invoice looks.
(Click Close when in the preview to get back to the invoice.)
- To send a PDF copy of your invoice from your XSite to your client, click
Send. Then, an on-screen form appears to help you
compose an e-mail message to accompany the PDF.
- Click PDF to generate and open a PDF copy of the
invoice. From there, you can save it to your computer or send it to your
client in an e-mail as you would with any other PDF.