Open PDFs of Sales Invoices

Use Sales Invoice Approval in the Approval submodule in the Tasks module to open PDFs of sales invoices.

To use Sales Invoice Approval, you must have access to Tasks as defined in User Access Rights under Settings.

To open a PDF of a sales invoice:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks page, click Approval > Sales Invoice Approval.
  3. Highlight or hover over the invoice ID of the sales invoice whose PDF you want to open and click Open PDF .
    WorkBook displays the sales invoice PDF in a new browser window.