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How do I download the invoice PDF for a charge?

Use [Financials] -> [Charges] when you need the current invoice PDF for a charge.

Entry:

  • Web: [Financials] -> [Charges]

Web​

Step 1 Open [Charges], find the charge you want, open the row [Actions] menu, then click [View Invoice].

Charges action menu for View Invoice

Step 2 On the invoice page, use the action bar to download or share the invoice.

  • Click [PDF] to download the file.
  • Use [Print] if you need a printed copy.
  • Use [Email] if you need to send the invoice to the payer from the same page.

Charge invoice action bar

Step 3 After the download completes, open the saved PDF from your browser or downloads folder.

App​

The mobile app currently supports the Charges list, filters, and charge details, but it does not provide [View Invoice] or an invoice [PDF] action.

Platform differences​

  • Web opens a dedicated invoice page with [Print], [PDF], and [Email].
  • The mobile app stops at charge details and uploaded files. Invoice download is not available there.

Note:

  • The current Charges action menu uses [View Invoice].
  • The invoice opens inside the current Charges flow as a separate invoice page.