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Sending, printing, and downloading invoices

Once an invoice is ready, you can deliver it to your client by email, download it as a PDF, or print it. All three options are available from the invoice view page.

Emailing an invoice​

Click Send in the invoice toolbar to email the invoice to the client.

The pending invoice toolbar showing the Send button

Clicking Send does two things:

  1. Transitions the invoice status from Draft to Pending (if it was still a draft).
  2. Emails the invoice to every contact on the client that has an email address on file.

The email includes a link the client can use to view and pay the invoice online, and the invoice PDF is attached automatically.

info

The email subject is configurable. Go to System → Settings → Invoices to change the default subject. Use the {id} placeholder to include the invoice number — for example, Invoice #{id} from Acme Corp.

You can also set a BCC address on the same settings page to receive a copy of every invoice email.

Sending again​

If the client missed the first email or requests a copy, click Send again from the invoice toolbar. The invoice must already be in Pending or Overdue status. Sending again does not reset the automated reminder schedule.

Manual payment reminders​

To send a payment reminder without re-sending the full invoice, use Send Reminder from the More Actions (···) menu. See Payment reminders for details.

Downloading as PDF​

Click the PDF button in the invoice toolbar to download the invoice as a PDF file.

The invoice PDF showing the company name, invoice number, client details, line items, and a PENDING watermark

The PDF includes:

  • Your company name and details
  • Invoice number, invoice date, and due date
  • Total due in a highlighted box
  • Client name, VAT number, address, and email
  • Line items with price, quantity, and totals
  • Sub-total, tax breakdown, and grand total
  • Payment link (if the invoice is unpaid)
  • Terms (if you added any)
  • A diagonal watermark showing the invoice status (e.g. PENDING, PAID)
tip

The PDF is generated server-side and is always up to date. If you edit the invoice after downloading, download it again to get the latest version.

Printing​

Click the Print button (printer icon) in the invoice toolbar to open the browser's print dialog.

SolidInvoice sends the invoice to the browser's native print function. You can print to a physical printer or use your operating system's "Print to PDF" option as an alternative to the built-in PDF download.