Saving and emailing invoices

Hi I have raised an invoice and I want to save a copy to my desktop outside of quick file how do I do this please.
Also, as a test I emailed a an invoice to my own email account but when I click on the ‘click here to see invoice’ it does not open. Any ideas please

At the top of your invoice screen is a Print button. If you click it it will create a PDF file which can be printed or saved on your device

Have you saved/sent the invoice? You have to save/send the invoice first before you can open it. Also, make sure all field are filled. Also, make sure popup windows are not blocked in your browsers settings.

Hope this helps

Hello @anns

I would recommend removing your email from a clients account (if it is the same one you use for QuickFile) as this may cause login issues for you in the future.

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