How to Finalize, Print, and Share a Quick Invoice?

Once you’ve filled in a quick invoice, the last step turns your working draft into a finished document. Finalizing locks the invoice so the amounts can’t change, and from then on you can print it, save it as a PDF and record payments against it.

New to quick invoices? Start with How to Create a Quick Invoice? to build the draft first.

Before You Start

  • You need the standalone invoices write permission to finalize an invoice.
  • The editor auto-saves as you go — there’s no separate Save button.
  • Finalizing is permanent. Double-check amounts, tax and the Billed to details first.

Step 1: Preview the Invoice

In the invoice editor, click Preview in the header to see the invoice exactly as your customer will — logo, header, line items, totals, terms and bank details. Close it to keep editing.

Step 2: Finalize the Invoice

Click Finalize in the header. A confirmation explains that finalizing locks the invoice for editing — you can still print it and record payments — and that this cannot be undone. Click Finalize to confirm.

You’ll see “Invoice finalized”, the header shows a Finalized badge with the payment status (for example Unpaid), and a banner reminds you the invoice can no longer be edited.

Step 3: Print or Save as PDF

Click Print / Save as PDF in the header. The finished invoice opens in a new tab with your browser’s print dialog — print it, or choose Save as PDF to get a file you can attach to an email or WhatsApp message.

If your browser blocks the new tab, allow pop-ups for Rentablez and click Print / Save as PDF again.

If the invoice has been reported to the GST portal, an E-invoice details button also appears, showing its IRN.

Finding a Finalized Invoice Later

Open Finance → Quick Invoice. Each row shows its Status (Draft or Finalized) and Payment state (Unpaid or Paid).

  • On a Draft row, Edit invoice reopens the editor so you can finish and finalize it.
  • On a Finalized row, View invoice opens the locked invoice, where you can print it again any time.

From the list you can also record a payment, view payments or mark an invoice as bad debt. See How to Record a Payment on an Invoice?

Quick Recap

  1. Click Preview to check the invoice.
  2. Click Finalize and confirm — this locks the invoice.
  3. Click Print / Save as PDF to send it to your customer.
  4. Click Record payment when the customer pays.