You can save any invoice as a PDF, including drafts, to keep for your records, check before sending, or send yourself.

  1. Go to Invoices and open the invoice.

  2. Click PDF at the top of the page. On a phone, tap the ⋮ menu at the top right, then PDF.

    A Fernleaf Media invoice with the PDF button in the toolbar, between Actions and Web View

Your browser downloads the file, usually to your Downloads folder. It's named after the template's Invoice Header Title and the invoice number, for example Tax-Invoice-INV2058.pdf, or Invoice-INV2058.pdf if the template has no header title.

Only Administrators and Finance Managers can open invoices in Avaza.

How the PDF looks

The PDF follows the invoice's template: logo, colours, columns, labels and page size. The page size is A4 or US Letter, set under PDF/Print Page Size on the template's Layout tab. New templates start on US Letter in countries that use it, such as the US and Canada, and on A4 elsewhere. See invoice templates.

Changes to a template also change the PDF of invoices already sent with it.

Other ways to get the PDF

  • Attach it to the invoice email. Include PDF version of the Invoice is ticked in the Send Invoice popup. See emailing invoices.
  • Your customer downloads it. The online invoice has its own PDF button. Your customer reaches it from the link in your email, or from the customer portal. You can see the same page with Web View.
The online invoice as the customer sees it, with PDF and Pay Now buttons above the Aurora Studio invoice
  • Send it yourself. On the Free plan, where emailing invoices isn't available, send the PDF from your own email. Then choose Actions › Mark as Sent on the invoice, so its status and due date tracking are right.

There's no download of many invoice PDFs at once. For all your invoices in one file, use the invoice exports in Reports (see exporting data). To give your accountant your invoices, you can also sync them to Xero or QuickBooks Online.