We use our database for invoicing as well as record keeping.
Is it possible to export a template format of an invoice to a pdf so as to be able to email the pdf to a client or a worker who is in the field?
No problem. When you install a program like dopdf which installs a pdf printer into your windows system, you let Cardbox print to that pdf printer.
If you system admin does not like that you install such a thing, perhaps you can select your text and copy the content to Word 2007 or more. Word 2007 and later can also save a document as pdf. For this situation a Cardbox macro can help you which generates a Worddoc with the content of your record.