Downloading an invoice

Follow these steps to edit an invoice:
  1. On the
    Overview
    screen, select a client tile to view the client profile. You can also search for a client then select the client tile from the search result.
  2. Select the
    Invoices
    tab.
  3. Select the tax year.
  4. A list of your client's invoices will appear here. Select the
    Menu
    icon.
  5. When the options appear, select
    Download
    .
  6. Alternatively, you can also download from the Document Viewer panel. Select on an invoice to view the PDF file.
  7. On the Document Viewer panel, select
    DOWNLOAD
    on the bottom left.

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