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. Then in the invoice editor, choose the appropriate option for
your needs. Options include:
Click Save to save any changes you made to the invoice.
Click Close to close the invoice editor and return to
Click Preview to see how a printed invoice looks.
(Click Close when in the preview to get back to the invoice.)
Click Send to send a PDF copy of your invoice from your
XSite to your client. 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.
Click Add to create and add a new invoice to this order.
When an order has more than one invoice, you can switch between the invoices
using the blue arrows on the upper right of the invoice.