How to Download Invoice PDFs - PDF Export Guide

Overview

All invoices can be downloaded as PDF files, which are perfect for printing, emailing to clients, or keeping records. PDFs maintain the professional formatting of your invoices and can be opened on any device.

PDF downloads are available for all invoices, regardless of your subscription tier. You can customize the PDF filename format to match your business needs.

How to Download a PDF

1 Open Your Invoice

Navigate to the invoice you want to download. You can access invoices from your dashboard or invoice list.

2 Click Download PDF

Look for the "Download PDF" button on the invoice page. Click it to generate and download the PDF file.

3 Save or Open

The PDF will download to your device. You can open it immediately, save it to your files, or attach it to an email.

PDF Features

Print Ready

PDFs are formatted for standard letter-size paper and are ready to print. All formatting is preserved exactly as shown on screen.

Professional Formatting

All invoice elements are properly formatted including logos, business information, line items, totals, and payment terms.

Archive Friendly

PDFs are perfect for long-term storage and record keeping. They maintain their formatting and can be easily organized in folders.

Email Ready

PDFs can be easily attached to emails and sent to clients. They're universally compatible and look professional.

PDF Filename Customization

You can customize how PDF filenames are generated for your invoices. This helps you organize your files and makes it easier to identify invoices.

Filename Options

Invoice number only (e.g., "INV-001.pdf")
Invoice number with date (e.g., "INV-001-2024-01-15.pdf")
Custom format with business/client name
Fully custom filename pattern

Filename customization can be set per business in your business management settings.

Tips

Download PDFs before sending to ensure everything looks correct
Keep PDFs as backup copies for your records
Use consistent filename formats for easier file organization
PDFs can be printed on any standard printer

Downloading Invoice PDFs