You can always download the PDF of the invoices that have been issued.
Download invoice as an administrator
There are two ways how administrators can download invoices:
From the user or company profile
From the custom reports
To download the invoice from the user or company profile, administrators do the following:
Navigate to Locations > Community.
Select a user or company.
Tap on the Invoices page under the Membership section.
4. Select the necessary invoice and click on View PDF.
5. Once the invoice is opened, download it to your device.
To download the invoice from the custom reports, administrators need to do the following:
Go to Locations > Analytics > press
Create Reporttop tight.In the "Report Type," select "Invoices" type.
Select the time range for which they want to see the invoices issued and press
Download.Open the report in Excel, Google Sheets, or any other app that supports .CSV file format and find the "PDF" column.
Click on the link to the invoice you want to download from the "PDF" column, and the invoice will be automatically downloaded.
To download multiple invoices at once, administrators can simply select the range of links to invoices in the "Invoices" report and use the "Open links" feature available in Google Sheets or any other app that handles hyperlinks. All selected links will be opened at once, and all invoices will be downloaded simultaneously.
Download invoice as a user
Navigate to the Locations > Membership page.
Tap on Invoices under the "Personal" section to download the personal invoice. To download the company invoice, the company manager needs to choose the Invoices page under the section with your company name.
3. Select the necessary invoice and click on View PDF.
4. Once the invoice is opened, download it to your device.