With 9.0.6 - Invoice and Proposal lists from the Customer Record on the app contain a PDF icon that allow the document to open in a PDF.
- This was done primarily for printing out in the field. Please note you will have setup your iPad or tablet separately for printing. However, once established the PDF will pull those printer settings.
- In order for the PDF to load on the iPad/tablet, the tech must have an Internet connection as the PDF is being pulled from the cloud. This also means the Invoice/Proposal will need to be sync'd first before the PDF can be used.
- Reminder, this view is from the Customer Record.