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Invoice/Work order (Task PDF Report)
Invoice/Work order (Task PDF Report)
C
Written by Cilliers Potgieter
Updated yesterday

The Invoice/Work Task feature enables you to create pdf reports from your tasks.


Create Task Report Template

To create an Task Report Template:
1. First go to Company Settings and click Settings.

2. Scroll down and click on Task Report.

3. Enter the Template Name and description and click Add New

Modify Task Report Template

To modify the Report Task template:

  1. Click on the arrow next to View/Edit Button Next To Task Report and then click on the report template you which to edit.

  2. Drag and drop the templates you wish to use from the template Library to the middle Report section.

  3. You can further modify these by editing the config for the Report Builder Templates or download and modify the templates for the Advanced Templates.

Create PDF Report from Task

To create a pdf report from any task:

  1. Go to the Tasks tab.

  2. Click on Action for any Task and then click on Task Report and select the Task Report you want to use.

This will generate and download the pdf Task report to your device

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