You can then attach the PDF to an email and send digitally or print the invoice and mail it to the client. Name the file and save it in an easy-to-find location, such as your desktop. Because many people still print business receipts, choose the “best for printing setting.” Go to file > save as and select PDF as the file format. This keeps it from being changed or coming across to the recipient with odd formatting. Once everything is filled in, you are ready to save and send the invoice.Ĭonvert the invoice into a PDF before sending it. Step 2: Open the Invoice and Enter Client Details That way you never lose your default template. You may want to name it something that you can remember later such as “Invoice Template.” Pro tip: Save the file as read only, so that every time you open it and start working, you will be prompted to save a new file.
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