WorkBook

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

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

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