Need the invoice as a PDF? Run a Call generates one with your branding, line items, and totals — ready to email, file, or print.
From the office
- Open the invoice.
- Click ⋯ → Download PDF.
From mobile
- Open the invoice on the iPhone or iPad.
- Tap ⋯ → Share PDF.
- Pick Mail, Messages, Files, AirDrop, or save to Photos.
What's in the PDF
| Section | What it contains |
|---|---|
| Header | Your logo and business info. |
| Invoice ID | Invoice number and date. |
| Customer | Customer name and billing address. |
| Line items | Quantity, description, price, tax. |
| Totals | Subtotal, tax, discount, deposit, total due. |
| Payment terms | Terms and due date. |
| Payment plan | On milestone invoices: "Payment 2 of 3", the project total, paid to date, and the remaining balance. |
| How to pay | Your remittance instructions (from Settings → Business). |
| Notes | Any customer-facing notes you added. |
| Footer | A link to the online payment page. |
The customer can download it too
The customer-facing payment page has a Download invoice PDF button — before and after paying. No need to email PDFs by hand; the link they already have covers it.
Bulk export
To grab many invoices at once:
- Invoices → multi-select.
- Bulk actions → Export PDFs.
You get a ZIP, named by customer and invoice ID.
CSV export (for spreadsheets)
For analysis in Excel or Google Sheets:
- Invoices → set the filter you want.
- Bulk actions → Export CSV.
One row per invoice with totals, status, and customer.
Warning
Not a customer-facing format — never send this to a customer.
Sending the PDF outside the app
By default the customer gets a link, not the PDF. Some customers (especially commercial) want the PDF attached:
- Settings → Invoices → Email.
- Tick Attach PDF to invoice email.
This applies globally. You can also toggle it per-invoice from the invoice page.