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.

Navigate to the ‘Work’ tab at the top of the screen and select ‘Invoicing’ from the drop-down menu.

Correct_1.png

Select the reference number of the relevant invoice.

Send_1.png

Select 'Save as PDF'.

Screenshot_2021-05-07_at_16.10.58.png

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, make sure to select 'Mark as Sent' if you’re not sending the invoice to the customer using FreeAgent, to activate the invoice in your account.

Screenshot_2021-05-07_at_16.12.11.png

Did you find this article useful?