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Invoice Downloads

Active, draft, pending invoices and other invoice-related artifacts can be downloaded as PDFs.

Updated over 4 months ago

Q1. Can I download an active invoice PDF?

  • Yes, you can download the active invoice PDF from the invoice details.

  • See below for an example of the downloaded file.

Q2. Can I download a draft invoice estimate PDF?

  • Yes, you can download the estimate PDF from the draft invoice details.

  • See below for an example of the downloaded file.

Q3. Can I download an active invoice delivery slip PDF?

  • Yes, you can find the invoice delivery slip PDF on the invoice details screen.

  • See below for an example of the downloaded PDF.

Q4. Can I download the payment receipt PDF for an active payment?

  • Yes, you can download the payment receipt PDF from the active payment detail screen.

  • See below for an example of the downloaded PDF.

Q5. Can I customize the contents of any PDFs?

  • Yes, there are a couple of ways that this can be done:

    1. Via custom fields - See Custom Fields for more information.

    2. Adding a logo to your invoice - You can do this by setting an organization logo in Settings > Organization Details.

Q6. Will the downloaded PDF display amounts in the base currency or the currency of the invoice?

  • The downloaded PDF will display amounts in invoice currency.

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