Generate a PDF invoice or quote from a ticket

If your organization has set up company contacts in Web Help Desk for each billing invoice, you can generate an invoice or quote from a ticket.

1. In the main menu, click Tickets > Search Tickets.

2. In the Basic Search or Advanced Search tab, enter the appropriate search criteria for your ticket, and then click Search.

3. In the search results, click the targeted ticket number.

4. Click the Parts & Billing tab.

5. Under the Client Info tab, click the PDF icon to generate the invoice.

   

6. Review and print the invoice.