Download Invoice (PDF)
Cole Mackin avatar
Written by Cole Mackin
Updated over a week ago

In this article, you will learn how to download client invoices in PDF using the Financials Menu. It is worth noting that you can also download invoices from the project itself. 

 1. On the Menu, click Financials to open the Financials Overview page.

 2. To narrow down your search, use the Search bar and enter a keyword related to the invoice that you are looking for (i.e. Project Name, Client, Due Date, etc.).

 3. Find the invoice that you want to download and click its More Options menu to enable additional options.

 4. Click Download Invoice (PDF). An invoice in PDF will be generated in a new browser tab. You can save this to your device and send it to your client via email or send it using other messaging platforms.

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