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WorkSuite Fulfill allows you to view invoice PDFs for eligible orders. This feature provides a read-only view of generated invoices that have been created by the system.

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Prerequisites

Invoice PDF viewing is only available when:
  • Your tenant has this feature enabled (e.g., SFG, BPF tenants)
  • The order is in an eligible status (Shipped, Synchronized, or Submitted depending on configuration)
  • An invoice PDF has been generated for the order
Not all orders will have invoice PDFs available. This depends on your tenant configuration and order status.

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Viewing an Invoice PDF

To view an invoice PDF:
  1. Navigate to Orders in the main menu
  2. Open the order you want to view
  3. Look for the View Invoice PDF button or option in the order details
  4. Click to open the PDF viewer
  5. The invoice will display within the application

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PDF Viewer Features

The built-in PDF viewer allows you to:
  • View the invoice document in-app
  • Zoom in and out
  • Navigate multi-page invoices
  • Download the PDF to your device (if enabled)
The PDF viewer displays the invoice as it was generated. You cannot edit or modify the invoice from this view.

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Invoice Availability by Status

Invoice PDFs are typically available for orders in these statuses:
Order StatusInvoice PDF Availability
ShippedUsually available after order ships
SynchronizedAvailable after system synchronization
SubmittedMay be available depending on tenant configuration
ClosedHistorical invoices remain accessible
Orders in earlier statuses (Initialized, Open, Acknowledged, Picked) typically do not have invoice PDFs generated yet.

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When Invoice PDFs are Not Available

If you don’t see the invoice PDF option, it may be because:
  • The order hasn’t reached an eligible status yet
  • Your tenant doesn’t have PDF invoice generation enabled
  • The invoice hasn’t been generated by the system yet
  • The order doesn’t require an invoice (e.g., certain order types)

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Downloading Invoices

If download functionality is enabled:
  1. Open the invoice PDF viewer
  2. Look for the Download button (usually in the viewer toolbar)
  3. Click to download the PDF to your device
  4. The file will be saved with a filename including the order number
Downloaded PDFs are snapshots of the invoice at the time of download. If the order is updated, you’ll need to download a fresh copy.

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Invoice Contents

Generated invoice PDFs typically include:
  • Order number and date
  • Customer information and billing address
  • List of items ordered with quantities
  • Pricing information (unit prices and totals)
  • Tax calculations (if applicable)
  • Payment terms
  • Total amount
  • Company branding and contact information
The exact content and format of invoice PDFs is determined by your system configuration and tenant settings.

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Best Practices

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For Customer Service

  • Access invoice PDFs before speaking with customers about billing questions
  • Download and email PDFs to customers who request copies
  • Verify invoice details before discussing payment or discrepancies

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For Order Fulfillment

  • Check invoice PDFs after orders ship to ensure accuracy
  • Compare PDF content with order details if there are discrepancies
  • Keep downloaded copies for record-keeping if required

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For Accounting

  • Use invoice PDFs for billing and accounts receivable
  • Download PDFs for archival purposes
  • Verify invoice numbers and amounts match your records

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Troubleshooting

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Invoice PDF Won’t Load

If the invoice PDF doesn’t display:
  • Refresh the page and try again
  • Check your internet connection
  • Verify the order is in an eligible status
  • Try a different web browser
  • Contact your system administrator if issues persist

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Invoice PDF Shows Incorrect Information

If the invoice contains errors:
  • Verify the order details are correct
  • Check if the order has been modified since the PDF was generated
  • Contact your administrator about regenerating the invoice
  • Note that PDFs are typically read-only and cannot be edited directly

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Download Button Not Visible

If you can’t download the PDF:
  • Check if download functionality is enabled for your user role
  • Try right-clicking on the PDF viewer and selecting “Save”
  • Use your browser’s print-to-PDF feature as an alternative
  • Contact your administrator about download permissions

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Limitations

Current limitations of invoice PDF viewing:
  • Read-only: You cannot edit PDFs from within the application
  • No printing controls: Use your browser’s print function if you need to print
  • No email integration: You must download and email manually if needed
  • Availability restrictions: Only certain orders/statuses have PDFs
  • No batch viewing: You can only view one invoice at a time

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Next Steps