May 14th, 2025

Improved

Now in PDF! πŸ“„βœ¨

What’s New

  • PDF Generation for Invoices and Credit Notes: You can now generate invoices and credit notes as PDF documents directly within Fresh Projects.

  • Seamless Accounting Integration: These PDF documents can be posted directly to your accounting system, streamlining your financial workflows.

Why It Matters

  • Professional Documentation: Generate polished, standardised PDFs for invoices and credit notes, enhancing your client communications.

  • Efficient Record-Keeping: Posting these documents directly to your accounting system reduces manual data entry, saving time and minimising errors.

  • Improved Compliance: Maintaining consistent and accurate financial records supports compliance with accounting standards and regulations.

Need assistance setting this up? Just give us a shout! πŸš€
Please note that this feature is unfortunately not available on Sage One, Sage 50 and Pastel.