Download an invoice PDF
- Open the invoice.
- Open Actions and click Download PDF. On a computer, when the invoice is Paid and you are an Admin, Download PDF also sits in the header.
- If the invoice has receipt files, Actions also has Download PDF with receipts. Check the categories you want, then download. Goods starts unchecked.
The file uses the invoice layout, your company name and address, the logo if you added one, and license or credential lines under the address. Bill To is the client. A paid invoice has a PAID watermark. A void invoice is marked VOID.
What your client sees
This is the same document your client gets as an attachment when you email the invoice. Receipt pages are included only for the categories you checked. Cost and markup are not on the PDF.
Common questions
On a small screen the header keeps the main button, such as Send invoice or Record payment, plus Actions. Download PDF is in that menu. On a paid invoice, an Admin sees Download PDF in the header only on a larger screen.
Yes, when they are saved under Settings, then Company. License lines are on the invoice PDF. They are not in the email body.
Yes. Download PDF in Actions is available to the team. The extra header button on a paid invoice is for an Admin.
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