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View, print, download and email an invoice

Invoices · Company administrator · Available

Open a company invoice in a popup with the shared A4 design, reviewed email and payment receipts.

Illustrative demo image of View, print, download and email an invoice
Illustrative demo based on current source fields. No customer data or staging screenshot.

How to use this function

  1. Open an invoice row in Invoices to show its detail popup.
  2. Review the selected company layout, customer VAT, dates, items, totals, payment instructions and printed reference. Internal notes are excluded.
  3. Download PDF or print A4 at 100% with browser headers and footers off. Long content flows across measured pages.
  4. Issue the invoice to enable email. Review the recipient, message and attachment, confirm the review, then send.
  5. Record cumulative payment using the existing invoice action. A positive new payment produces a receipt in Payment receipts below the invoice document.
  6. Select View receipt for a separate receipt popup, with Download, Print and issuer-only reviewed Email.
  7. Download PDF preserves the reference-based filename. Print uses the same document title, but Microsoft Print to PDF may request a filename; use Copy filename and paste it in the save dialog.

Fields and controls shown in the demo

  • View invoice
  • Download PDF
  • Print / Save PDF
  • Send by email
  • Email history
  • Payment receipts

Guide updated 2026-10-08. Release changes must update this page and its image together.

View, print, download and email an invoice | SSF Ops Wiki