Combined Draft PDF

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Combined Draft PDF

When an invoice is created from Matters to Invoice, a PDF file of the invoice and specification must be created. Now it is possible to create a combined PDF document, with the invoice first and the specification after, if specification is set for the matter. An Azure Function is used to combined the PDFs.

Complete Setup for the Matter

For the Draft Inv. Specification to be printed, complete the Invoice Specification Setup field on the Matter where it needs to be enabled.
If empty on the matter, please update the Invoice Specification Setup field on the Sales Invoice.

Set Specification for Sales Invoice

To activate printing the draft invoice specification after the draft invoice, choose the 🔎 icon, enter Report Selections - Sales , and then choose the related link.
Change usage to Draft Invoice.
After the draft invoice, set the second report to be printed Draft Invoice Spec. (Report 14046454).

Activate Combined PDFs on pryme Matters Setup

To enable the PDF combining feature, choose the 🔎 icon, enter pryme Matters Setup , and choose the related link.
Turn on Combine Invoice PDFs option to combine the documents specified on Report Selections - Sales for Draft Invoices.
Fill in the Azure Function Endpoint with the endpoint for the combined PDF feature. If this field is left empty, the default endpoint specified by pryme will be used.
Enter the Function Key corresponding to the Azure Function Endpoint. This field can be left empty if the Azure Function Endpoint is also empty. In such cases, the default function key specified by pryme will be used.

Draft PDf on Matters to Invoice

The column Draft PDF on the list shows if there are any PDF(s) created.
If there is one, the file name is shown. If clicked, it will download/open the document.
If there is more than one document, then it is shown as multiple(#). If clicked, it will open a list with the files.
The Draft PDF column is updated when documents are posted or deleted.

Combined draft PDF on Sales Invoice

To create and download the combined draft PDF from the Sales Invoice go to actions Print/Send -> Combined draft PDF.