How to download the Invoice Summary (Client App)

You may need to view the actual invoice PDF uploaded to an invoice. Invoice PDF can be downloaded anytime, meaning either invoice is Pending or Approved. 

Click here to:

To Download PDF invoice Summary:

Note: The PDF Summary only shows once an invoice has been approved.

  1.  Find the relevant invoice by navigating to Menu > Invoice Management > Invoices.

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  2. Click on the invoice number to access the Invoice Analysis page of that invoice.

  3. Click the download button next to the Summary PDF header:

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To Download excel of an invoice:

1.  Find the relevant invoice by navigating to Menu > Invoice Management > Invoices.

2. Open the invoice you wish to download and scroll to the bottom right: 

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3. Once downloaded you will be given a template like the below:

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