How to download the Invoice Summary (Client Article)

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 a PDF Invoice Summary:

Note: The PDF Summary only shows once an invoice has been approved. If any data on the invoice summary needs to be changed, the final stage of the invoice approval workflow must be reapproved for the document to regenerate.

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

    Screenshot 2023-08-22 at 2.50.25 PM.png
  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:

Screenshot 2023-08-22 at 2.52.34 PM.png



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