Renew PDF

This action is possible in the elements:

  • Sent
  • Reminders

In the above elements, you can use the function ‘Renew PDF’. There is always a certain period of time between sending an invoice and sending a reminder or exhortation. Information in the relation profile may change during that time. In most cases, this action will be relevant for the post address. To send the invoice again (in the attachment of the e-mail for a reminder or exhortation), the information in the invoice needs to be renewed. With the function ‘Renew PDF’, you can generate a new invoice. The invoice lines remain the same, but the relation information on the invoice will be requested again from the relation profile.

Hover your cursor over ‘Reminders’ in the toolbar and click on ‘Renew PDF’ in the drop-down menu. You will see an overview of all invoices in the element where you are located. Select the invoices you want to generate again. Then click on ‘renew pdf’. The invoice(s) will be renewed immediately.