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Download an invoice or purchase order as a PDF

Save a PDF copy of any invoice, credit note or purchase order.

Who can do this: admins and managersUpdated

You can download any invoice or purchase order as a PDF, for your records or to send another way.

Before you start

  • You need permission to view finance.

Steps

  1. On Finance, click ⋯ on the row and choose Download PDF.
  2. Or open the document and click Download at the top.
  3. For a credit note, open the invoice and click PDF beside the credit note in Credit notes.

What happens next

  • The PDF is generated and saved by your browser, named after the project and number, for example "Belgravia Townhouse - INV-071.pdf".

Good to know

  • A top-up invoice's PDF says which invoice it tops up.
  • If you see "PDF rendering is unavailable on this server.", try again later or contact support.