Begin with an accurate transaction
Typing a separate customer document after recording the sale creates duplicate work. A product name, quantity or total can drift between the two. Generating from the transaction reduces that risk, but it cannot fix bad source data.
Check the customer, items, units, quantities, prices, discounts, configured taxes and total before creating the file. If something changes, update the operation and generate a fresh document.
Match the format to the use
A4 provides room for longer detail and conventional filing. The 58 mm and 80 mm layouts are compact for common paper widths. Names, line count and printer capabilities determine which remains readable.
Test with a realistic transaction containing several products and long names. A layout that looks good with one short item may not work for the normal sale.
Sharing remains under user control
Once downloaded, the PDF can be opened, stored or shared through apps available on the phone, tablet or computer. Selecting the recipient and sending the message remain explicit user actions.
If a correction produces a new version, avoid distributing both without explanation. A clean record and one current document reduce customer confusion.
Digital or paper?
Not every sale needs paper. A digital PDF can reduce printing and remain easy for the customer to find. When paper fits the workflow, test margins, scale, legibility and cutting on the actual printer before making one layout the business default.