There are times when the invoice PDF cannot come directly from ERP or billing system. Another option is to sync in the invoice line details into SARA and re-create the invoice form within the SARA.
Setup options:
Note: The hierarchy above will look at the lowest level and then work up (starting with Customer Company Site System Invoice Form). This invoice PDF is automatically generated and saved when the sync runs.
These client invoices PDF's can also be manually generated from the invoice views (Inquiries by User/Account Invoices) by
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Using the select column/checkbox - select one or multiple invoices
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Using the Report icon to generate
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Select the correct invoice form and then process and save
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If you select the option to process and preview, one PDF will be created and accessible under the system messages