How to save an invoice as a PDF

This article explains how to save an invoice that you’ve created as a PDF file.

If you’re not sending the invoice to a customer using FreeAgent, or if you want to save a copy of the invoice on your device, you can save it as a PDF.

If you’re receiving the payment for the invoice online using PayPal, Stripe or Tyl by NatWest, you can add a payment link to the bottom of your invoices next to the bank details.

To save a copy of the invoice, navigate to the ‘Work’ tab at the top of the screen and select ‘Invoicing’ from the drop-down menu.

Select the reference number of the relevant invoice.

Select 'Save as PDF'.

Choose where you want to save the invoice on your device so that you can access it again when needed.

Once you've saved the invoice PDF to send it to your customer manually outside of FreeAgent, make sure to select 'Mark as Sent' to include the invoice in your accounts and allow them to pay it online if an online payment option was selected.