How to Print an Invoice

Barbara . shared this question ago

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How do I print an invoice from Inflatable Office?

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IO S. ● 8 years ago

Often IO users contract and invoice is the same thing. To print a contract:

Click on a lead.
Click on the contract tab.
Click on the printer icon near the edit button.
Print from your web browser.

If you want to use a different document for your invoice, I recommend doing one of the two:

Make another template in the contract templates and be sure to use total dollar variables that update even when they are part of a contract. They are prefixed by "ctr_". You can find the list of template variables here: https://www.inflatableoffice.com/include/variables.php. Then add that contract to the lead and print the contract.
Make your invoice template as a packing list - not the default one. Then filter your lead list to show only that lead. Then in the report drop down on the left side near the bottom of the leads page, choose that packing list. Then click the view button and print.

If you need help doing this, please let us know which method you prefer, and we will help you. Thanks!

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Adrian H. ● 5 years ago

Hi I need help doing an invoice. Preferably using the contracts template we would like to do the following:

1. Removing the contracts Signed Contract section.

2. Removing the contracts language beneath the invoice section.

3. Change the Finalize Contract Heading to Finalize Invoice.

4. Change the language "To finalize your contract, you must complete the steps on this page. Please note that if you are mailing items in, you can check back to see if they have been received. Once an item is received, it will be marked "Complete" to "To finalize your invoice, you must complete the steps on this page. Please note that if you are mailing a check, you can check back to see if it has been received. Once an item is received, it will be marked "Complete".

Thank you for your help!

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IO S. ● 5 years ago

We can absolutely help you create this document. I just have a couple questions, do you want this to be your invoice email in Email Center?

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Or would you like this page to replace the page the customer see's when they've quoted an item, the Quote Confirm Page?

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