Print or save a document as PDF
Open a printable copy of any sales document and choose how your documents look.
Every quotation, sales order, invoice and credit note has a printable version. There is no separate "Download PDF" button: you print the page and choose Save as PDF as the printer.
Print a document
- Open the document from its list.
- Click Print at the top. A new tab opens with the printable page.
- Click Print / Save as PDF. In your browser's print window, pick a printer, or pick Save as PDF as the destination.
- Use Back to return to the document. The toolbar itself does not appear on the printout.
The same view is used for purchase documents and POS receipts.
What the printout shows
- Your company header: name, email, phone, website and logo, plus your tax registrations (such as your GSTIN).
- The document type and number, the date and the due date. A status tag (for example DRAFT or VOID) is printed on anything that is not posted.
- A Bill To block with the customer's name, billing address, phone, email and, if one is on file for your company's country, the customer's tax number.
- The line items, the subtotal, discount, tax and total.
- For a posted invoice or credit note, the paid amount and the balance.
- Your notes and terms, an authorised signature image if you uploaded one, and a footer line. The footer reads "This is a computer-generated document." unless you set your own Print Footer Text.
If the company header, tax registrations or balance cannot be loaded, the page tells you what is missing and offers a retry.
Choose a template
The company owner picks one of three layouts, applied to every printout (sales, purchases and POS):
| Template | Look |
|---|---|
| Classic | The default: letterhead, bordered line table and a full tax breakdown. |
| Modern | A bolder, accent-colored header and table, with a highlighted grand total and the full tax breakdown. |
| Minimal | Hairline rules and condensed spacing, with totals summarised on one line. |
Open My Companies, choose Manage and use the Print Template card to see a live preview and select one. The same settings page holds your logo, signature and Print Footer Text. Only the company owner can change these.
Good to know
- You can print a draft, but it is marked with its draft status. Post the invoice first if you are sending it to a customer.
- The totals use the document's own saved amounts, so a reprint always matches what was posted.
- To send an invoice by email, save the PDF and attach it yourself; Legasum does not email invoices from this screen.