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Displaying the Printable Templates in the Client File

  1. Click on “Clients” from the main menu.
  2. Click on “Manage Clients”.
  3. Click on the desired client’s file.
  4. Click the “Voucher” button.
  5. Select the desired template name from the list.
  6. The system will display the client’s voucher with a set of actions:
    • Print: Directly print the client’s voucher.
    • PDF: Download a copy of the voucher in PDF format.
    • Send Email: Send the voucher to the client via email.
      • Note: Ensure the client’s email is added in the client’s data. For more details, check the guide on “Adding a Client”.