Once a client has settled an invoice, you can easily download a copy of the payment receipt for your records or to manually send it to your client.
Follow the steps below to locate and download a receipt for any paid invoice.
Step 1: Go to the Invoices Dashboard
Navigate to the main Invoices page where all your invoice transactions are listed.
Step 2: Locate the Paid Invoice
Find the invoice you want to download the receipt for. You can quickly identify it by:
- Looking for the green Paid label under the Status column
- Using the Paid filter tab at the top of the page to display only completed invoices
Step 3: Open the Actions Menu
On the far-right side of the invoice row, click the Dropdown Arrow icon beside the Duplicate button to open the actions menu.
Step 4: Download the Receipt
From the dropdown menu, select Download Receipt.
Your browser will automatically generate and download the receipt file, usually in PDF format.
💡 Pro Tip:
If you'd like to customize the receipt layout, branding, or displayed details before downloading, select Design Receipt located directly below the download option in the same menu.