How do I save my invoice as PDF?
How do I save my invoice as PDF?
Click on an invoice or any other document
From the actions sheet below select Export as PDF (you can scroll up the menu with your finger)
Select and app or a destination for your PDF file
I want to export more PDFs
I want to export more PDFs
Click on Invoices or Estimates, Clients, etc. in the bottom of the screen
A list of documents appears
Select desired status or date filter (e.g. Unpaid invoices from Last year)
Select the ✅ check-mark in the upper right corner
Mark the check-boxes of the documents or items you wish to export. Click on the most upper check-box to select all documents. You can also uncheck unwanted documents
A menu on the bottom appears. Select Export and choose between PDF, XLS and CSV.
The export will be sent to your email (the same you use to log in) as a zipped file
If you aren't logged in the app will ask you for an email address.
You can send your invoice via WhatsApp or any other app.