As a part of TimePro's invoicing service, you can generate a PDF version of the invoice you created. This guide walks you through how to set up PDF templates for your invoices.

Navigate to the Templates setting

1. In the menu, go to Admin | Invoice Settings
2. Scroll down and find the Templates section

Figure: Where to find the Templates setting

Add a new PDF Template

TimePro uses SQL Server Reporting Services to generate PDF from invoices. You are given a designated template folder to host all your .rdl files upon initializing your TimePro instance.

To add a new template,

1. Click the "+" icon next to the last template
2. Fill in the corresponding .rdl file name in your template folder
3. Choose a Category for the new template. e.g. “Invoice” if you're using this new template for invoice PDF.
4. Click “Save” at the bottom

Figure: Add a new template

Use PDF templates for invoicing

Now you can use the new template for your invoices.

1. Open an invoice from Invoices | Search Invoices
2. On the lower right corner, click View | PDF Invoice | Choose Template

Access from an invoice

You can also access this guide directly from any invoice by selecting View | Customize Report

Figure: Go to Invoice | View | Customize Report