Exporting Invoices

Use the invoice export action when you need a file version of the document for review, sharing, or record keeping.

Where To Export

• from the invoice detail page
• from available actions on the invoice list when supported by the current view

Typical Flow

1. Open the invoice you need
2. Select the export or preview action
3. Review the output
4. Download or share the file as needed

Before Exporting

• confirm partner and invoice dates
• confirm line items, taxes, and totals
• make sure the document status is correct

Related Pages

• Invoices
• Invoice Panel Walkthrough
• Managing Payments