Download Invoice PDF's With AND CO!


First Step is to ensure you have created your invoice and either saved it as a draft, sent it or marked it as sent.
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Create Invoice & Save It As A Draft
Create Invoice & Mark It As Sent

Once you have created your invoice and either sent it,saved it as a draft or marked it as sent you can select to download the invoice pdf via the invoice directly.Β 

Simply select the invoiceΒ 

Via the invoices, projects and clients tab > select from the quick option to download the pdf simply by hovering your mouse over to the right of the invoice and select the download icon!

Via the invoice itself. Once you have selected and opened the invoice select the download pdf option



This will then download the invoice pdf in a new tab in the browser.Β 

NB: Please ensure you have disabled any popup blockers in the browser.


Keep in mind that your client will also receive a downloaded PDF copy of the invoice attached to the invoice email when you send the invoice to them.Β 

You can also download all invoice pdf's and you can view more on this here
How Can I Export Attachments (Invoice PDF's and Receipts)

πŸ’Œ Β Please reach out to your friendly CO's via the Chief Operator tab in the app should you have any questions or concerns. πŸ’Œ

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