How to print a quote or set valid until in JobSheet
Set valid until
- Open Quotes and create or edit a quote.
- Find Valid until (optional) on the quote detail form.
- Pick a UK date when the quote expires, or leave blank if there is no fixed expiry.
- Choose Save changes. Valid until appears on the print layout when set.
Print or save as PDF
- Open the quote detail screen.
- Choose Print / PDF.
- Your browser opens a print-friendly view with company details, line items, totals, and Valid until when set.
- Use the browser print dialog to print or Save as PDF.
JobSheet does not email PDF attachments automatically for quotes. Invoice emails are HTML plus a customer link; tick Optional attachments in the send dialog when you want Site files on the email. Use Print / PDF or Download PDF when the customer needs the invoice document file.
Tips
- VAT lines and totals follow your Workspace → UK VAT settings.
- If the site address is the same as the customer address, the printout does not repeat a Site line.
- For invoices, the same Print / PDF button is on the invoice detail screen.