How do I send an invoice or download the PDF?
Updated 8 Sep 2026
Open Invoices. Click the row. Click Download PDF or Send via Email.


- Click Invoices.
- Click a row.
- Click Download PDF to check logo, lines, VAT, bank line, and the pay QR code.
- Click Send via Email. The client needs an email on their profile. The mail includes the PDF and a View online link. They do not need to log in.
- When money arrives, click Mark as Paid (if it is not paid yet).
Auto-send: Settings → Account → Invoice settings → Auto-send after completion. Pick Don't auto-send, or 1 / 24 / 48 hours.

Income split agents
They see Invoices in their own menu. They only see their documents.