Step by step
- Open the invoice.
- On a draft, click Preview PDF in the Preview card. On an issued invoice, click Download PDF in the Document card.
- Click Open the PDF. The link works for an hour; make a new one any time.
What is on the PDF
Your logo and details, the customer, number, dates, PO number, lines, VAT by rate, totals, payments received, notes, How to pay with your bank details, and your footer.
If you are not VAT registered it says "Not registered for VAT."
Works together with
- Email an invoiceSend the issued invoice or credit note as a PDF to the customer's billing email, and optionally to another address.
- Invoice settings: numbering, terms, VAT, bank details and footerHow your invoices and quotes are numbered, when invoices are due, the default VAT rate, the bank details printed for transfers and the footer text.
- Change your company detailsYour trading and legal name, company number, VAT number, address, phone, email and website, printed on job sheets and invoices. Also your currency, distance unit and time zone.