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How to View and Save an Invoice or Receipt

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There are two easy ways to view previously sent invoices and receipts.

Viewing the Invoice/Receipt from Billing

 

The first, is from the Invoices page from the side navigation bar. To view invoices and receipts from Billing, do the following:

  1. Navigate to Invoices from the side navigation bar.
  2. From the list of invoices/receipts clicking on the eye icon will open the document as a pdf

 

Viewing the Invoice/Receipt from the Client Profile


The other way is directly through a client's profile. To view invoices and receipts directly from a client's profile do the following:

  1. First, open the client's profile from either All Clients or My Clients
  2. Locate the Invoices card on their profile and click the button that looks like two squares to view all.



  3. The following screen will list all invoices created for the client with the details and status of each listed. Clicking on the eye icon will open the document in a new window



Saving the Invoice/Receipt

Once open, you can print the document by doing the following:

  1. Right clicking on the document and selecting Print

  2. Selecting Save as PDF (or similar) under the printer dropdown

  3. Click Save or Print (depending on your device and option selected)

  4. Save the file to the appropriate folder

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