Help › Invoices and payments

Download an invoice PDF

Get a PDF of an invoice to share with your client.

  1. On the Invoices page, find the invoice and click PDF.
  2. The invoice downloads as a PDF — including your practice logo if you've added one (Settings → Practice → Branding).
  3. Share it with your client however you like — by email, message, or print.

More in Invoices and payments

Create an invoice Record a payment Manage your subscription and seats Invoice statuses and deposits Connect PayPal or Venmo for invoice payments Suggest a balance-due date on invoices