You can download your invoices as PDF files to save locally, print, or share directly with clients. This guide shows you how to generate and download a PDF.
Why Download a PDF?
- Keep a backup copy on your computer
- Print the invoice for records
- Share directly with clients (instead of email link)
- Archive for accounting purposes
- A PDF captures the invoice as it was at that moment
How to Download an Invoice PDF
Step 1: Open the Invoice
- Go to “Invoices” from the main menu
- Find and click on the invoice you want to download
- The invoice details page will open
Step 2: Click Download PDF
- Look for the “Download PDF” button
- Click it
- Your browser will download the PDF file to your computer
Step 3: Access Your Downloaded File
The PDF will be saved to your computer’s default download folder:
- On Windows: Usually “Downloads” folder in your user directory
- On Mac: Usually “Downloads” folder in your home directory
- The file name will include the invoice number (e.g., “Invoice-1001.pdf”)
Common Questions
Can I Edit the PDF After Download?
The PDF is locked and cannot be edited. If you need to make changes:
- Edit the original invoice in the system
- Download a new PDF with the updated information
Is the Downloaded PDF Secure?
- Yes, the PDF is created fresh when you download it
- It’s tied to your account and the specific invoice
- You can share it freely – it doesn’t contain sensitive payment data
How Long Before Download is Available?
- PDFs are generated instantly when you click Download
- No waiting time
