Send a PDF Invoice to a Client

Share this article:

Follow the below steps after first creating an invoice, as described here

  1. Hover over the Billing module and select Manage Invoices.

  1. Simply click on the PDF you wish to send to open the PDF in another window where you can then download the PDF. You also may wish to right-click on the PDF in order to save the PDF. 
  2. You can also access the PDF from within an invoice. Select an Invoice.

Click or right-click on the PDF to download or save.

You can also download multiple invoices at once. To learn how, click here