What are invoice documents?
Invoice documents are automatically created as the 'draft invoice' is saved, or the invoice is 'finalized'. Click the thumbnail image of the invoice to open a previewer window. The invoice document is created using the 'default' invoice document template for your organization. Default templates are selected by the Synergy System Administrator in the setup area for document templates.
After finalizing the invoice you can further edit the document, by downloading the invoice and adjusting the content if required before uploading a new invoice version.
Once the final invoice document has been uploaded you can then:
- Share this with the client to the project portal (recommended)
- Email the invoice document to the client as a PDF attachment
- Download the file to print an send by post / mail
Why share an invoice document?
Request the client to pay for the project works to date using an invoice. Options to get the invoice document to the client are to print and post the invoice document, share the invoice document to the project portal, or send as an email attachment.