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How Do I Download an Invoice?

Every invoice row on the Invoice Dashboard has its own Actions menu. Download Invoice saves a PDF copy of that invoice to your device. It is available for every invoice, including Paid and Voided ones.

When Would You Use This?
  • A member asks for a copy of a specific invoice.
  • You want a printable or shareable copy of an invoice for your own records.
How to Download an Invoice
  1. Go to Balances > Invoice Dashboard.
  2. Find the invoice and click Actions on its row.

    An invoice row Actions menu with Download Invoice highlighted

  3. Click Download Invoice.
  4. Your browser saves a PDF copy of the invoice.
Good to Know
  • The PDF is a copy of that invoice.
  • Downloading an invoice does not send anything to the member or change the invoice's status. It only saves a copy to your own device.