You can generate a PDF or email an invoice or a receipt straight from the invoice. Here is how.

1. In the left sidebar, choose General Financials > Invoices/Receivables to open the invoice list.
2. Find and open the invoice you want.

Save an invoice or receipt as a PDF

1. In the invoice's title bar, click the Save Invoice To PDF icon. This opens the invoice's print page.
2. At the top of the page, use the Invoice or Receipt? control to choose whether you want an invoice or a receipt.
3. Click Save To PDF to download it to your device.

Email an invoice or receipt

1. In the invoice's title bar, click the Email Invoice icon.
2. Choose Invoice or Receipt with the Invoice or Receipt? control.
3. Click Email Invoice to open the email form (Email This Invoice or Email This Receipt).
4. Fill in the fields:
   • From – the sending email address (use a validated address).
   • To – the recipient's email address.
   • CC – anyone you want to copy (optional).
   • Subject.
   • Message – an optional note that appears above the invoice.
5. Click Send Invoice (or Send Receipt) to send it.