Creating an Invoice_Engagement Letter

You can create a PDF invoice for the services listed in an engagement letter.

To create an invoice:

1. Browse to  Engagement Letters section, then click Signed EL.

2. Browse to the bottom of the list, then click  Create PDF Invoice.

3. Information about the payments you’ve made and the services provided by TFX will be displayed. Select the checkboxes next to the services and payments you wish to include in the invoice, then click  Create Invoice at the bottom of the screen.

4. Save the invoice on your computer. When prompted, choose where you would like to save the file, then click Save.

5. When the download finishes, you will usually see it appear at the bottom of your browser window. Click on the file name to open it.

You can now open it using the PDF reader of your choice.