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Exporting an Invoice to PDF

How to export an invoice to PDF for off-system submission.

Written by JD Williams

Overview

Any invoice can be exported to PDF for sharing or record-keeping outside of INGENIOUS.BUILD. Export preferences are saved as the default for future invoice exports.


Process

  1. Open the project.

  2. Navigate to Invoicing and Application Packages module.

  3. Open the invoice you want to export.

  4. Click the export icon in the top-right corner. The Contents of Invoice PDF dialog opens.

  5. Select what the PDF export will contain:

    • Cover Page

    • Contract Payment Breakdown

    • G702 and G703 Forms

    • Attachments and Lien Waivers

  6. Click Export. The PDF downloads to your computer.

Note: Your selections are saved as the default for future invoice exports.


See Also

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