Edit, print or save an invoice as PDF
Who can use this: Finance staff and other accounts with the relevant finance permissions.
Before you start
Check the student, branch and academy currency. Viewing invoices, recording payments, reviewing proofs, reversing payments and managing credit use separate access.
Edit, print or save an invoice as PDF
- Review the invoice and any editing restrictions.
- Update permitted details or lines and select Save Changes.
- Use Print / Save as PDF to open the print view.
- Choose the destination in the browser’s print dialog.
What happens next
The permitted edits are saved and a printable invoice can be produced.
Troubleshooting
Paid, delivered or recurring-template records can have restrictions. Recheck totals after changing quantities, tax or discounts.