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Export & Download PDFs

Download invoices and quotes as professional PDFs

Downloading Invoices
Multiple ways to export your invoices

Method 1: From Invoice List

  1. Navigate to Invoices in the sidebar
  2. Find the invoice you want to download
  3. Click the three dots (⋮) menu
  4. Select Download PDF

Method 2: From Invoice Details

  1. Open any invoice by clicking on it
  2. Click the Download PDF button at the top
  3. 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:

  1. Go to Quotes
  2. Select a quote
  3. 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

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