Download, print, and share invoice PDFs

Choose the correct document version, set predictable filenames, and hand off the checked PDF through your own delivery process.

7 min readSource reviewed October 4, 2026

Development preview. Steps are source-reviewed, not fully live-tested. Available app captures illustrate selected screens.

What you’ll accomplish

A checked PDF or printout from the intended invoice version, ready for your authorized recipient.

The intended order, draft quote, or saved version is accessible.
Save your edits first if the delivered document must be retained in Version history.
Know the intended recipient and use an approved email or document-delivery process.

For a current invoice
Open Orders or Draft Orders, find the correct row, and choose View invoice or Download PDF from its more-actions menu.
For an earlier document
Open Edit invoice > Version history and choose View or Download PDF on the exact named or numbered version.
For the editor preview
The live preview’s Download PDF can include unsaved edits. Use it for inspection, or save first if you need that document kept in history.

Download the PDF
Choose Download PDF and wait for completion or a visible error. If it fails, use Retry download after reviewing the message.
Print from the preview
Choose Print PDF. Review the paper size, scale, margins, and pages in the browser’s print dialog before printing or selecting Save as PDF.
Inspect the actual file
Open the downloaded or browser-saved PDF and check every page for clipped content, missing fields, branding, and the intended version.

Open PDF downloads in Settings
Edit Order PDF filename format or Draft order PDF filename format. Order downloads default to Invoice-{invoice_number}-{company_name}.pdf; draft downloads default to Quote-{invoice_number}-{company_name}.pdf.
Use supported placeholders
Available placeholders are {invoice_number}, {order_number}, {company_name}, {customer_company}, {customer_name}, {version_number}, {version_name}, and {invoice_date}. company_name is your business name; customer_company is the billed company. Version placeholders apply to saved versions.
Preview and save
Check Filename preview or Draft order filename preview, correct unsupported or incomplete placeholders, and choose Save settings. Reset to default restores the standard format in the form; save the settings to retain it.

Select the intended orders
On Orders, select the relevant rows. Select all orders on this page applies to the displayed page, so confirm the selected count before proceeding.
Use the bulk action
Choose Print selected invoices or Download selected PDFs. Clear selection removes the current selection.
Review the result
Confirm that the output contains only the intended order invoices and check the page boundaries before filing or sharing it.