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AccountsInvoices2 min read

Print Flow

How printing or sharing an invoice works, what opens for the user, and why both mark the invoice as sent.

Work Planner Team12 April 2026

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.

Sharing From the App

In the Work Planner app on a phone or tablet, a share button sits next to the printer button. It fetches the same invoice PDF and opens your device's share options, so you can send it to the customer by WhatsApp, text, or email, or save it to your files. The invoice is marked as sent as soon as the PDF is ready, even if you close the share options without sending it. The share button does not appear in a web browser.

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.

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