Downloading an invoice
Follow these steps to edit an invoice:
- On theOverviewscreen, 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.
- Select theInvoicestab.
- Select the tax year.
- A list of your client's invoices will appear here. Select theMenu
icon. 
- When the options appear, selectDownload.
noteDownloads initiated from the document menu automatically include annotations placed on the document by you and/or your client. - Alternatively, you can also download from the Document Viewer panel. Select on an invoice to view the PDF file.
- On the Document Viewer panel, selectDOWNLOADon the bottom left.
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