WorkBook

Download Invoices that are Approved and Ready to be Finalized as a Single PDF

Use Invoices Approved and Ready to be Finalized in the Follow-Up submodule in the Tasks module to download invoices that are approved and ready to be finalized in one PDF.

To use Invoices Approved and Ready to be Finalized, you must have access to Tasks as defined in User Access Rights under Settings.

To download selected invoices that are approved and ready to be finalized in one PDF:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks page, click Follow-Up > Invoices Approved and Ready to be Finalized.
  3. Select the Choose check box of the invoice or invoices that you want to download in one PDF and click Download Invoice(s) as One PDF .
    A blank browser window opens, and WorkBook downloads the PDF to your computer.