As a Tradify User
Looking to save a PDF copy of your Quote or Invoice,
- Click on the Quote or Invoice in Tradify
- Head to the top right hand corner - and either select the Printer icon,
or Options > Print Invoice PDF
- A download pop-up box should appear, click Download
- Your PDF should open in your default browser or app, at this point, you can choose to save and download the PDF or print.
As a customer
After clicking a link to view their Quote/Invoice, Email or Text Message.
Your customers can click the download button to download the document as a PDF themselves.
If your customer has requested to get a PDF version of the document as an attachment in their email. You can set this up as their default here: Online Invoices & PDF Options