How do I print a client invoice in ProConnect?

[sandymc]

I can't figure out how to print a client invoice this year in ProConnect! Why is this so hard? I can see the template, but there is no print option there for client copy.  If I print that page, it clearly says it a template instead of an actual invoice.  This is so frustrating.

[George4Tacks]

I don't think things have changed much in the last few years

https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/how-do-i-print-a-clien...

[itonewbie]

That's because you are printing from the screen.

What you should do is to click on the Create PDF button in the bottom-right corner.  Make sure you allow popup from the site.  A new tab will open with the PDF you can save or download.

Note that this is purely a glorified wordprocesor.  Nothing get saved anywhere.  This means you can't retrieve a record of your "invoice" or do any compilation.

A better option would be to use QBOA by selecting Invoice via QuickBooks instead of Invoice.  Otherwise, you can always use your own accounting software or your favorite payment processor.

[itonewbie]

@George4Tacks Oops.  Had this open for a couple hours, so didn't see your response. 😅

Exactly as you said, it didn't change much over the last few years.