Download and print quote and order PDFs

Before you start

The PDF's appearance comes from Settings›Branding›Quote PDF. Your brand kit covers the shared branding choices.

Location details, standard terms, wire instructions and order notes come from Business details and documents.

Download the document

1. 1

   Step 1: Download the quote or order

   Open •••, then choose Download Quote PDF or Download Order PDF. The same eligible action appears on list-row menus.

   The page shows Downloading PDF..., then PDF downloaded successfully. Open the downloaded document to inspect it.

   

2. 2

   Step 2: Check whether it is signed

   Read the document and signature area. On a signed record, the download is the stored signed copy.

   Use Signature records when you need the agreement's evidence or an older signature version. Do not assume later catalog edits changed this signed document.

3. 3

   Step 3: Download an invoice

   Open Payments and Invoices, switch to Invoices, then choose Download on the intended current or archived version.

   Refunds and payment history explains those versions. Invoices are downloaded from that tab, not a separate order-menu invoice action.

4. 4

   Step 4: Print the downloaded file

   Open the PDF in your usual document viewer and use its print command. Check the preview and page range before printing.

   The app's order menu has no Print item. The downloaded PDF is the document you print from the computer.

Print the full document on POS

1. 1

   Step 1: Open the print choices

   Open the quote or order and tap Print. Choose Print Quote or Print Order.

   The full PDF opens through POS's print preview. Check that the selected document belongs to the customer in front of you.

   

2. 2

   Step 2: Review and print

   Review the preview, then print through POS. The document uses the same PDF rendering and assigned theme as the app download.

   For a signed sale, the stored signed copy is used. Check the version if the customer requested a copy after later changes.

3. 3

   Step 3: Choose the other format when needed

   Use Print Receipt for the 80 mm receipt. Use Print to Sign when the customer will sign a printed agreement.

   Those actions serve different tasks. A receipt is not the full quote PDF, and printing a document does not itself record a signature.

Read the document from top to bottom

Each fee prints by its own name. Subtotal and fee rows show gross amounts; Line Discounts, Fee Discounts and order Discount are separate reductions.

The payment area can include a Pay button. For customers abroad, the document identifies the store currency rather than implying their local currency applies.

The order's own note prints below the location note and above the signature. Treat both notes as customer-facing content.

Additional terms can include categories and selected products. Terms on documents explains their order and how signing preserves them.

Sales Order PDFs can include Memo, Credit Card Authorization and Rental Agreement pages according to the assigned theme. These are not additional pages on every quote.

What happens next

The first order PDF assigns its sales order number. Quote files use the quote number; invoices use their own numbering and later-version suffixes.

A document has one Customer Signature and Date area. Its terms page does not add another signature line.

After Force Convert, the signature area can say Signature not required with the staff member and date. That records the exception, not a customer signature.

If something goes wrong