How to Download an Invoice PDF and Payment Receipt PDF

Invoice PDF

There are two ways to access the Invoice PDF:

Option 1: Latest Invoice PDF field

The Latest Invoice PDF field on the Invoice record contains a link to the latest attached Invoice PDF.

1. Open the Invoice record.

2. Find the Latest Invoice PDF field.

3. Click the link to open the Invoice PDF.

If the Latest Invoice PDF field isn't visible, add it to the Invoice page layout.

Option 2: Notes & Attachments

You can also find the Invoice PDF in the Notes & Attachments related list on the Invoice record.

If you need to generate and attach the latest Invoice PDF to the record:

1. Open the Invoice record.

2. Click the dropdown in the top-right corner.

3. Select Attach Invoice PDF.

Payment Receipt PDF

The Payment Receipt PDF Link field on the Payment record contains the link to the Payment Receipt PDF.

1. Open the related Payment record.

2. Find the Payment Receipt PDF Link field.

3. Click the link to open the Payment Receipt PDF.

If the Payment Receipt PDF Link field isn't visible, add it to the Payment page layout.