Product tutorial
Download the invoice PDF and export its CSV
Download the fixed invoice PDF and export the same invoice as a CSV for a spreadsheet. This example remains Open and unpaid; downloading does not send the invoice, record delivery or record payment.
Earlier interface shown.
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Steps you can read
- Open the finalized invoice
In your own My business, open Invoices and choose View invoice for the finalized invoice.
- Download the document
Choose Download PDF to save the fixed invoice document.
- Export spreadsheet data
Open More invoice actions and choose Export CSV to save the same invoice’s data in a spreadsheet format.
- Keep outcomes separate
Reopen the invoice and check its status. In this example, it remains Open and unpaid. Downloading the PDF or exporting CSV does not email the invoice, record delivery or record payment.
Read the transcript
Open the finalized invoice in My business.
Choose Download PDF to save the fixed document.
Open More invoice actions, then choose Export CSV.
Downloading does not send the invoice or record payment.
Choose the right file
Use the PDF when you want the invoice document with its layout. Use CSV when you want invoice details, lines, currency and recorded payment amounts in a spreadsheet.
This guide covers your own client invoices in My business. Company invoices have a separate Help guide and access rules.
Download the finalized invoice
- Open My business, then Invoices.
- Open the correct invoice and check its number, client and total.
- Choose Download PDF to save the fixed document.
- For a spreadsheet file, open More invoice actions and choose Export CSV.
If the invoice is still a draft, review it before choosing Finalize this PDF. Finalizing fixes that document version; it does not send it. CSV export requires a finalized invoice.
Deliver the PDF yourself
You can attach the PDF to an email, upload it to your client's portal or deliver it another way. A connected Gmail or Outlook mailbox is not required to download the file.
After you deliver it outside Friday Falcon, use Record sent another way if you want to keep a delivery note. Downloading alone does not record delivery, recipient receipt or payment.
If the file does not download
Check the browser's downloads list first. If your session expired, sign in again and reopen the invoice from My business. Check that you are in the correct work area before trying again.