This task requires the PDFMaker extension from ITS4you.
You could save an Invoice PDF in the Documents module with this record.
| Document title | The Title of the new Documents record |
| Document description | The description of this new Documents record (optional) |
| Folder | Choose a folder, which you want to use to store the file |
| PDF Template | Which PDF Template you want to save |
| overwrite Filename | You could manually generate a filename, which overwrite the one you configured in PDFMaker. Keep empty to use the PDFMaker Filename |
| create relationship | Do you want to link the new Documents Record to the current record? (mostly yes) |
| force execution with this record | Do you want to execute a Documents Workflow on this new created Documents record? |