Back to Help

Generate professional PDF versions of your invoices for offline sharing, printing, and record-keeping. Here's how:

Step 1: Open the Invoice

Navigate to Invoices and click on the invoice you want to generate a PDF for.

Step 2: Generate PDF

On the invoice details page, click the "Download PDF" button or visit /invoices/pdf/{id}.

What's Included in the PDF

The generated PDF includes:

• Your business information (from billing settings)
• Client billing information
• Invoice number and dates (issue date, due date)
• All line items with descriptions, quantities, prices, discounts, and totals
• Tax calculations
• Line discounts and overall discounts
• Subtotal, tax total, and final total
• Amount paid and balance due
• Payment terms and conditions
• Notes

PDF Features

The PDF is:

• Professionally formatted
• Ready for printing or email
• Includes your branding (logo if configured)
• Suitable for accounting and client records
• Compliant with standard invoice formats

Requirements

Before generating a PDF, make sure:

• Your billing settings are complete (business name and at least one contact detail)
• The invoice has at least one line item
• Client billing information is filled in

Using the PDF

You can use the generated PDF to:

• Email directly to clients
• Print for physical delivery
• Archive for accounting records
• Submit for payment processing
• Share via file sharing services