Downloading an Invoice

An invoice is the document for a transaction. On Finance → Transactions, open the row ⋯ menu for invoice actions.

Download invoice and Send invoice on the row menu

Actions on Screen

Action	What it does
Download invoice	Saves the invoice file
Send invoice	Sends the invoice to the client
Copy txn ref	Copies the transaction reference (useful when talking about the same sale)

Invoice numbering defaults (Invoice prefix, Invoice footer note) are set under Studio → Website → Details → Tax & invoice. See Invoice Prefix & Footer and Invoice Numbering & Footer.

Workflow — Download an Invoice

Step 1 — Find the transaction

Open Finance → Transactions. Use Search…, date range, or filters. Confirm USER, AMOUNT, and STATUS.

Click ⋯ on that row.

Step 3 — Download or send

Click Download invoice to save the file, or
Click Send invoice to send it to the client

What Happens Next?

The file should open or save on your device. After Send invoice, confirm the client received it using your studio’s usual check.