Downloading the invoice as a PDF or DOCX

Download the invoice PDF document 

A PDF version of the invoice is created automatically for each finalized invoice. The PDF files are re-created for each new invoice file version that is uploaded. You can download the latest invoice PDF file version by selecting the download button  in the invoice image box.

Tip: You can find all the PDF versions of the invoice in the Project > Documents tab > Invoices folder.

More invoice document actions 

Download the DOCX version

Use this option to download a Word DOCX file for the current invoice version. Update the downloaded file to edit the header and footer, or add extra text or notes or images into the invoice document that was created to match the Synergy invoice template.

1. Go to Project > Invoices tab.

1. Click on the invoice row that you want to download the document for.

1. In the invoice document preview panel click the more actions button .

1. Select the 'download docx' option.

1. The PDF invoice file will be downloaded and saved into the 'downloads' folder on your device.

1. The downloaded file can be printed and posted to the client if required.

Tip: Remember to upload the new DOCX version after you have made all the required changes.