You can instantly generate a PDF invoice for a permanent placement. The invoice information is pulled from within the placement record.
Here is how:
- Open the placement record.
- Make sure you have completed all the placement fields.
- Once complete press 'Save'.
- Click on the 'Actions' button and select the 'Generate Invoice' from the drop-down list.
- The system will generate a PDF invoice.
- The Invoice will show in the 'Attached Files' tab.
Changes to the invoice can only be made by
- Deleting the existing Invoice PDF in the 'Attached Files' tab by clicking the 'X'.
- Update the placement details as required.
- Regenerated the invoice by repeating the above process.