#Invoice pro app tutorial pdf

The Foxit HTML to PDF conversion add-on.

#Invoice pro app tutorial trial

The Foxit SDK (a free trial download is available here).You’ll use the Express web framework, Pure CSS for styling, and Nodemailer to send emails. Users will be able to click a link to send an email reminder to each client with the invoice attached. You’ll create a page that lists all the outstanding invoices and a page to preview each of them. In this tutorial, you’ll create an internal tool to help your billing department follow up on unpaid invoices. Building a Web Application to Create and Send PDF Invoices Visit the Foxit PDF SDK Web Demo and see for yourself, by exploring the configurations and features. You can follow each step below or [download the finished codebase on GitHub). Once created, you’ll use Nodemailer to send the invoice via SMTP to the client’s email address.

#Invoice pro app tutorial how to

In this tutorial, you’ll see how to create a NodeJS application that uses the Foxit PDF SDK to generate PDF invoices from HTML invoices in a web app.

Using their HTML to PDF converter, you can make any HTML document - including invoices - into a PDF file that you can attach to an email or allow clients to download from your web application. Web-based services are convenient, but if you have confidentiality agreements with your clients, sending data to a third-party service over the internet might be problematic.įortunately, Foxit’s PDF tools allow you to quickly and securely generate PDF files. While you could write a custom PDF generation script, that’s a huge undertaking. Whether you’re automating the invoice generation and notification process or building a GUI that allows your team to proactively remind clients about outstanding invoices, the first technical hurdle you’ll face is generating a PDF invoice. With this in mind, web application developers are often tasked with generating and sending PDF invoices programmatically. In case you’re in a reading mood, we also have these two other handy Guides on Searching by Invoice Number and Adjusting Invoice Dates.Getting paid is one of the most critical functions in any business, and digital invoices are becoming standard practice. The Sales Report is a great way to reference invoices! Here’s a Guide on navigating within the Sales Report. You’ll want to make sure you select Delete Purchase instead of Refund Purchase unless it truly is a refund.Īlrighty, friend! You should be all good to go to start generating those invoices. Pro Tip: This will be after you’ve unapplied any payments! You’ll be able to see Delete Purchase listed as one of the options in this dropdown. If you’re interested in deleting an invoice that was created for a product sale, you can pop on over to the Billing tab on your patient’s profile and click on the downward arrow to the far right on the product sale line.

You can create an invoice for a product sale by selling a product.įeel free to check out this Guide Document on Selling a Product for a couple of scenarios and how to get started. Just make sure payment isn’t applied or has been unapplied! :) Products If you’re ever looking to delete an invoice that was created for an appointment, you’re welcome to unarrive the appointment by clicking the Arrive button again. It’s also good to note that arriving an appointment generates a patient invoice as well as an insurer invoice if there is an insurance policy attached to the appointment. Jane will not only turn the appointment a nice green colour to signify that the patient has arrived, she’ll also generate an invoice for this appointment.įrom there, the invoice will be outstanding so payment can be received. Generating an invoice for an appointment can be easily done by navigating to the Schedule, clicking on an appointment, and clicking the Arrive button in the appointment panel to the right.

Let’s first start off by taking a look at Appointments. If you’re looking to create an invoice for an appointment or product sale, you’ve come to the right Guide! Appointments