Overview
This page provides a guide on how to download a customer invoice.
How to Download an Invoice
A customers invoice can be downloaded by navigating to the customer's account using the quick search or navigating to Customers -> Customer List.
After finding the correct customer, click on the Invoices tab and follow these steps:
- Locate the invoice required in the Invoice list. You may need to use the search functions to narrow down the list.
- Click the Download link in the PDF column of the required invoice. The Opening… download window will appear.
- Select the Open with option to open the invoice with Adobe Reader. You may select another application to open the file with by selecting an application from the drop list, if required.
- Select the Save File option to save the invoice file to your system.
- Tick the Do this automatically for files like this from now on checkbox to perform the option selected automatically every time you download PDFs.
- Click OK. The invoice .PDF file will open in Adobe or download to your system, depending on the option you selected.
