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Add work order and forms to the invoice

Introduction

Work orders and forms can be added to the invoice that is going to be send to the customer.

Step-by-Step Guide

  1. Log into the OutSmart BackOffice account
  2. Click on the Invoices option in the side bar menu
  3. In the top right corner click on the button with an icon of cogwheels
  4. This will open up the invoice lay-outs and schemes overview
  5. Click on edit behind an invoice lay-out
  6. Immediately at the top there are two options: 'Attachments to PDF' will add all attachments added to the invoice or work order to the created invoice
  7. 'Add work order to PDF' will add the work order PDF to the invoice PDF which is send to the customer