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Downloading Invoices as PDF

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You can download any invoice as a PDF file for your records, accounting, or tax filing purposes.

Downloading a Single Invoice

  1. Log in to the client portal.
  2. Navigate to Billing > My Invoices.
  3. Click on the invoice number to open the invoice detail page.
  4. Click the Download PDF button (or the PDF icon) at the top of the invoice.
  5. The PDF will be downloaded to your computer with the invoice number as the filename.

Printing an Invoice

From the invoice detail page, you can also click the Print button to open a print-friendly version in your browser. Use your browser's print dialog to send it to a printer or save as PDF.

Bulk Invoice Downloads

If you need to download multiple invoices for accounting purposes:

  1. Go to Billing > My Invoices.
  2. Use the date filter to select the desired period.
  3. If a bulk download option is available, select the invoices and click Download Selected.
  4. Alternatively, open a billing ticket and our team can send you a consolidated set of invoices.
Tip: Each invoice PDF includes your company details, our company details, line items, tax breakdown, and payment status — all the information typically needed for expense reporting and tax records.

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