Export Customer Invoice to PDF within CRM

This tutorial explains how to export a customer invoice as a PDF from the CRM in the Toddoo Organiser Portal. You’ll access the CRM area, locate the correct invoice, and trigger the export. Make sure you have CRM permissions and are logged into the Organiser Portal before starting. Once completed, the invoice PDF will open or download to your device.

Estimated time: 2 minutes

Tip: Use filters in the Invoices view to find your invoice faster and verify the invoice status before exporting.

Step-by-Step Quick Guide

1. Open the Organiser route tile to enter the Organiser Portal.

2. Select CRM from the resource bar.

3. Open the correct customer record using search or the customer list.

4. Switch to the Invoices view to display the customer’s invoices.

5. Locate the target invoice by checking number, date, or event name.

6. Click the Download icon next to the invoice you want to export.

7. Save or open the generated PDF when prompted by your browser.

Common Mistakes & Fixes

Opened the wrong area → Ensure you are in the CRM section, not general routes.

Invoices view not opened → Open the Invoices tab before trying to export.

Wrong invoice version → Verify the invoice status before downloading.

Incorrect date or invoice number → Confirm details match before export.

No permissions → Request CRM access from an administrator if Download is unavailable.

Wrong route environment → Confirm you are in the correct Organiser route.

FAQ

Q: Where can I find invoices?

A: In the CRM area under the Invoices view for the customer.

Q: Which fields are mandatory?

A: CRM access, Invoices view, and the Download action.

Q: Can I change an invoice after exporting?

A: Yes. Edit the invoice in Details if allowed, then re-export.

Q: What to do if export fails?

A: Refresh the CRM area and retry the Download action.

Q: Who can export invoices?

A: Only users with CRM permissions in the Organiser Portal.