Downloading Invoices
Multiple ways to export your invoices
Method 1: From Invoice List
- Navigate to Invoices in the sidebar
- Find the invoice you want to download
- Click the three dots (⋮) menu
- Select Download PDF
Method 2: From Invoice Details
- Open any invoice by clicking on it
- Click the Download PDF button at the top
- The PDF will be saved to your downloads folder
Method 3: While Editing
When editing an invoice, you can preview and download the PDF from the right sidebar.
Downloading Quotes
Same process for quotes
The process for downloading quote PDFs is identical to invoices:
- Go to Quotes
- Select a quote
- Click Download PDF
PDF Features
✓ Professional Layout
Clean, branded design with your logo
✓ Automatic Calculations
Subtotals, GST, and total amounts calculated automatically
✓ Banking Details
Your payment information included for easy client payments
✓ Print-Ready
Perfect formatting for printing or emailing
Tips for Sharing PDFs
📧 Email to Clients
Download the PDF and attach it to an email. Name it clearly (e.g., "Invoice-INV-1001.pdf")
🖨️ Print Copies
Open the PDF and print it for physical records or mailing
💾 Archive
Save PDFs to cloud storage (Google Drive, Dropbox) for backup