Downloading a PDF invoice in Stagepay is a straightforward process. Follow these steps to download your invoices as PDF files:
1. Navigate to the Invoice Section and Select the Invoice
In your Stagepay dashboard, go to the "Invoices" section where you can see a list of your invoices.
Find and select the invoice you wish to download. For example, click on the invoice number (e.g., "INV-0029").
2. View and Download Invoice Details
Once you have selected the invoice, you will be taken to the invoice details page. Here, you can review the details of the invoice.
On the invoice details page, click the "Download" button to download the invoice as a PDF file.
3. Open or Save the PDF
Depending on your browser settings, the PDF will either open automatically or prompt you to save it to your desired location.
4. Client Download from the Invoice Checkout Page
When your clients receive an invoice, they can access it via the invoice checkout page.
On the checkout page, they will see an option to "Download PDF". By clicking this button, they can download a copy of the invoice as a PDF file.
After making a payment, clients will also be given the opportunity to download the invoice again. This version will show the payment made, ensuring they have an updated record reflecting the transaction.
By following these steps, both you and your clients can easily download any invoices from Stagepay as PDF files, ensuring everyone has access to accurate records for future reference.