kkgcpa
Level 2
01-29-2020
08:11 PM
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Newbie here. I see you can create invoice templates and invoice while in PCO/Link. However how do you get it to the client. I just see that it makes me save it as a pdf. Is this even worth it or just invoice from my QBOA account?
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itonewbie
Level 15
01-29-2020
10:55 PM
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Welcome to the Community and PTO!
Don't use the Invoice function in PTO, which is really just a glorified and half-baked word processor. It will only produce a one-time PDF that doesn't get stored anywhere in PTO.
You'd be much better off using QBOA or other solutions to manage your invoices.
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kkgcpa
Level 2
01-30-2020
11:39 AM
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Thank you! That is what I thought.
