How to Download Your Invoice PDF

This guide explains how to find and download invoice PDFs from your {{COMPANY_NAME}} account. Invoices are generated automatically for every payment and are available in your client dashboard.

Downloading an Invoice

Step 1: Log In to Your Account

1. Go to the {{COMPANY_NAME}} client portal.
2. Log in with your registered email address and password.

Step 2: Navigate to Invoices

1. From the dashboard, click on Billing in the main navigation menu.
2. Click My Invoices or Invoices from the submenu.
3. You will see a list of all your invoices sorted by date.

Step 3: Find Your Invoice

Each invoice in the list shows:

• Invoice Number (e.g., INV-2026-00123)
• Date of the invoice
• Amount charged
• Status (Paid, Unpaid, Cancelled)

Use the search or filter options to find a specific invoice by number or date range.

Step 4: Download the PDF

1. Click on the invoice number to open the invoice details.
2. Click the Download PDF button (usually at the top or bottom of the invoice page).
3. The PDF will download to your browser's default download folder.

Tip: You can also print the invoice directly from the PDF viewer by pressing Ctrl+P (Windows) or Cmd+P (Mac).

Invoice Email Delivery

Invoices are also sent automatically to your registered email address:

• Proforma Invoice: Sent when an invoice is generated (before payment)
• Payment Confirmation: Sent after a successful payment with a link to the paid invoice
• Tax Invoice: Sent after payment is processed, containing the final tax invoice with all GST details

Check your email inbox (and spam/junk folder) for these notifications.

Bulk Download

If you need to download multiple invoices (e.g., for annual accounting):

1. Go to Billing > My Invoices.
2. Use the date filter to select the period you need.
3. Download each invoice individually by clicking the PDF icon next to each entry.

Understanding Your Invoice

A typical {{COMPANY_NAME}} invoice includes:

• Invoice Number: Unique identifier for the transaction
• Invoice Date: When the invoice was generated
• Due Date: Payment deadline (for unpaid invoices)
• Service Details: Description of the product or service
• Billing Period: The period covered by the charge
• Subtotal: Amount before tax
• GST/Tax: Applicable tax amount
• Total: Final amount charged
• Payment Method: How the payment was made
• Transaction ID: Payment gateway reference number

Troubleshooting

Cannot find an invoice:

• Check that you are logged in with the correct account
• Invoices are only visible to the account holder
• Use the search function with the invoice number if you received it by email

Invoice shows "Unpaid" but you have paid:

• Payment processing can take a few minutes
• For bank transfers, allow 1-3 business days for confirmation
• Contact support if the status does not update within 24 hours

PDF download not working:

• Try a different browser
• Disable pop-up blockers temporarily
• Clear your browser cache and try again

Need a duplicate invoice:

You can download the same invoice PDF as many times as needed. The invoice remains available in your account permanently.

Related Articles

• Understanding Proforma vs Tax Invoice
• How to Get GST Invoice for Your Payment

Need help? Contact us at {{SUPPORT_EMAIL}} or open a ticket at {{SUPPORT_URL}}.