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Update docs

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Hillel Coren 2018-03-29 23:16:07 +03:00
parent 6a24181079
commit 07ee947174
2 changed files with 0 additions and 15 deletions

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@ -133,15 +133,6 @@ Directly to the left of the Balance Due section, you'll see a text box with a nu
.. TIP:: The Invoices page is rich in clickable links, providing you with a shortcut to relevant pages you may wish to view. For example, all invoice numbers are clickable, taking you directly to the specific invoice page, and all client names are clickable, taking you directly to the specific client summary page.
Invoice Preview
^^^^^^^^^^^^^^^
Did you know that all this time you've been creating the new invoice, a live PDF preview of the invoice appears below, and it changes in real time according to the data you've entered?
Scroll down below the invoice data fields to check out the invoice preview.
But before we get there you'll see a row of colorful buttons, giving you a range of options:
- **Blue button Download PDF**: Download the invoice as a PDF file. You can then print or save to your PC or mobile device.
- **Gray button Save Draft**: Save the latest version of the invoice. The data is saved in your Invoice Ninja account. You can return to the invoice at any time to continue working on it. Note: An invoice in the Draft stage is not viewable to the client in the client portal, and the amount on the invoice is not reflected in the client's invoicing balance.
- **Green button Mark Sent**: If you mark the invoice as sent, then the invoice will be viewable to your client in the client portal. The amount on the invoice will also be calculated in the client's balance data.

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@ -127,9 +127,3 @@ Click on More Actions to open the following action list:
- **Delete Quote**: Want to delete the quote? Click here. The quote will be deleted and removed from the Quotes list page.
.. TIP:: At the left of these colorful buttons, you'll see a field with an arrow that opens a drop-down menu. This field provides you with template options for the quote design. Click on the arrow to select the desired template. When selected, the quote preview will change to reflect the new template.
Quote Preview
^^^^^^^^^^^^^
Did you know that all this time you've been creating the new quote, a preview of the quote appears below, and it changes in real time according to the data you've entered? The PDF is created in real time; all you have to do is click Save.
To check out the quote preview, scroll down below the invoice data fields.