Output an Invoice: Open, Print, PDF, Email or Document Transfer Praxis Kasse Desk

Output a created invoice as a PDF, print it, or send it directly.

Requirements

• Without the Document Transfer module, the Send by Document Transfer output type isn't available.
• Print on an OffisyBox printer requires a configured, reachable OffisyBox.

Benötigte Lizenz

The Send by Document Transfer output type is only available with the Document Transfer module. Printing via OffisyBox requires a configured, reachable OffisyBox.

How to proceed

1. Open the invoice. The output view shows the PDF preview and customer summary on the left, and the output type selection on the right.
2. If there's more than one template, select the one you want at the top. The default template is preselected.
3. If the invoice includes multiple receipts, switch between the invoice and the individual receipts with the view dropdown.
4. Choose one of the following output types:
   • Open — opens the PDF in a browser tab.
   • Print — opens the print dialog and marks the document as printed.
   • PDF — downloads the PDF via Download as PDF. The file name follows the pattern from your invoice settings, using placeholders like {NUMMER}, {TYP}, {EMPFÄNGER}, {DATUM}, {JAHR}, {MONAT}, and {TAG}.
   • Send by Email — opens the email dialog.
   • Send by Document Transfer — only visible with the Document Transfer module, opens document transfer.
   • Print on an OffisyBox printer — one option per reachable OffisyBox printer. A green icon shows "Printer is reachable," a red icon shows "Printer is not reachable." Unreachable printers are disabled. Drafts don't offer any printer options.
5. Click the button for the output type you chose, for example Open, Print, or Download as PDF.

Note: You can set a default output type in your cash settings. For any setting other than Ask, output starts automatically after the invoice is created, without choosing an output type.

Common issues

• Printer option is red and disabled: The OffisyBox isn't reachable. Reachability is checked again every 5 seconds.
• "Send by Document Transfer" is missing: The Document Transfer module isn't active in your license.
• No printer options visible: The invoice is still a draft. Drafts can't be printed via OffisyBox.