Print Flow
How printing an invoice works, what opens for the user, and why printing marks the invoice as sent.
Open the invoice detail popup and click the printer button to print the invoice. Work Planner requests a PDF version of that invoice, opens it in a print-friendly viewer, and then treats the invoice as sent once the print file has been generated successfully.
What the User Sees
- Printer button: Sits in the action area of the invoice detail popup.
- PDF preview: Work Planner either opens a detached preview window or uses the platform's native PDF preview behaviour, depending on the device.
- Loading state: The print button shows loading while the PDF is being fetched.
Important Side Effect
Printing marks the invoice as sent. That means the invoice status and sent date can change after a successful print, even if your main reason for opening the PDF was just to print or download it.
When Printing Fails
If the PDF cannot be loaded, Work Planner shows an error alert in the invoice detail popup and closes any detached preview window it opened. In that case the print has not completed properly, so the invoice should not be treated as safely printed.
What Printing Does Not Change
- Invoice items: Printing does not alter the line items or totals.
- Payments and write-offs: These stay exactly as they were.
- Customer and job links: These are untouched.
Related articles
- Invoice Detail View: Shows where the print button lives.
- Email Flow: Helpful when the invoice needs to be sent digitally instead of printed.
- Editing an Invoice: Use this if something needs correcting before you print.