Printing & PDFs
Every Print, Download PDF and Export button in Wattle in one place - what each document looks like and what clients receive.
Every "Print", "Download PDF" and "Export" button in one place.
Nothing here changes your records. Printing and exporting only ever read your data - you can't break an invoice by printing it.
The one rule
Use Download PDF for anything that leaves the clinic. Use Cmd+P only for a quick copy for yourself.
| Action | What you get |
|---|---|
| Download PDF (download icon) | A brand-new designed document - clinic letterhead, tidy line-item table, totals. Real selectable text, crisp at any zoom |
| Print (printer icon, or Cmd+P) | Your browser's print of the screen as you see it - sidebar, buttons, plus the browser's own header, footer, date stamp and web address. Those can't reliably be switched off |
| Export CSV (S8 reports) | A spreadsheet for compliance records and number-crunching. Not for handing to clients |
Every paper artefact in Wattle now has a Download PDF button - invoices, estimates, statements, receipts, patient histories. If you want paper from one, open the file and print that.
Every print / PDF surface
| Document | Where | Paper | Emailed? | |
|---|---|---|---|---|
| Invoice | Billing → Invoices, finalised | Download icon | Printer icon | Yes, auto-attached |
| Estimate | Billing → Estimates, finalised | Download icon | Printer icon | Yes, auto-attached |
| Receipt | After a payment → Send Receipt | Built on send | - | Yes, auto-attached |
| Patient history | Patient → ⋯ → Generate history PDF | Download button | Print the PDF | Save it, then attach |
| Account statement | Client account → Statement dialog | Download icon | Printer icon | No - download and attach |
| Dispensing label | The charge dialog's Save & print label, or any billing line's ⋯ → Label | Opens in a new tab | Print from that tab | No |
| Schedule 8 report | Schedule 8 → Reports tab | CSV only | Cmd+P | No - internal record |
Invoices and estimates must be finalised first. A draft has no number yet.
Files are named for you: INV-100002 - Luna.pdf, EST-100004 - Luna.pdf, s8-by_date-2026-06-02-to-2026-06-02.csv.
What's on each document
Emailing a document
The Send (envelope) icon on a finalised invoice or estimate opens a composer with the client's email filled in, a subject already written, and the PDF already attached. You don't attach anything by hand.
The client gets a normal email from your clinic with that designed PDF attached - the same document you'd get from Download PDF. See Emailing clients.
Gotchas
- The Send icon greyed out means the document is still a draft. Finalise it, or Download PDF and send from your own email.
- A client reporting no attachment - very occasionally the PDF fails to build (a logo image that won't load) and the email goes without it, with only a small warning on your screen. Re-send, or download and attach manually.
- An "Overdue" badge on a paid invoice follows the due date and the payments allocated to it. Money taken but not allocated won't clear it. The printed document still shows the real figures.
- An estimate that prints fine but won't convert has passed its valid-until date.
Related
Invoices · Estimates · Taking payments · Emailing clients · Export & backup