Previewing and Downloading an Invoice as a PDF

Last updated: 15 May 2026

To download your invoice as a PDF, open the invoice, click the Preview button, and then click Download PDF from the preview modal. Once your invoice is ready, generating a PDF ensures it's in the correct format to send directly to your client.

How to generate a PDF:

1. Open the invoice you wish to send.
2. Click the Preview button (often shaped like an eye icon or labeled "Preview PDF").
3. A modal will appear showing exactly how the document will look when printed or opened on another device.
4. If everything looks correct, click the Download PDF button.
5. The file will be saved to your computer’s default downloads folder, ready to be attached to an email.