Invoices can be downloaded as a PDF by both Users, from the mobile app, and Admins, from the web dashboard.
Downloading or sharing an invoice as a PDF helps you:
Keep records for accounting: Give members, your own team, or your accounting software a portable copy of every charge.
Resolve billing questions faster: Pull up and share a specific invoice without walking someone through the dashboard.
Support how each side works: Users can save or print an invoice from their phone, while Admins can generate or share a download link straight from the browser.
How Users email or download an invoice (mobile app)
How Users email or download an invoice (mobile app)
Tap the Menu icon
Select Invoices
Select the invoice you'd like to email or download by tapping it
On iOS, tap the share icon in the upper right corner. On Android, tap the send icon in the upper right corner
Select email invoice, and type in the email address of the person you'd like to send the invoice to (this can be any email address). Tap send
Your recipient (or yourself, if you typed in your own email address) will receive an email containing a link to view a web version of the invoice. Click View Invoice to open it in your browser
On the invoice page, click Download PDF to save the invoice to your computer
Tip: If you don't see a Download PDF button, you can still save the invoice page as a PDF from your browser's File > Print menu, choosing Save as PDF as the destination.
How Admins download or share an invoice PDF
How Admins download or share an invoice PDF
First, find the invoice you're looking for:
From Invoices or Invoice Items, search for the user's name in the search box at the top right
Or, navigate to Users, select the user, and open the Invoices section of their account panel
Then, on a finalized invoice, open the three-dot menu and select:
Download PDF to save the invoice directly to your computer
Copy download link to share a direct PDF download link with someone else
FAQ
FAQ
Can I download a PDF for a pending or forecasted invoice?
No. Download PDF and Copy download link are only available for finalized invoices. Pending and forecasted invoices don't have a PDF option.
Does the download link expire?
Yes. A copied download link is valid for about 30 days. After that, the link will show "This link has expired" and you'll need to generate a new one.
Can I download every finalized invoice as a PDF in one bulk action?
No, there's currently no option to bulk-download finalized invoices as PDFs. PDFs are generated one invoice at a time. For CSV exports across many invoices, see how do I export my Optix data.
Does someone with the download link need to log in to view the PDF?
No. The download link works without logging in, so only share it with people you want to have access to that invoice.
Can I download an invoice PDF directly from the mobile app?
Not yet. The mobile app can email the invoice, but the Download PDF button is currently only available on the invoice's web page, not as a native download option inside the app.
Need more info on Invoices?