3.7.1.4 Download/Print an Invoice

Downloading or printing invoices is essential for maintaining accurate financial records and facilitating communication with clients or stakeholders. This feature allows users to access invoices offline, share them with clients via physical copies, or archive them for record-keeping purposes.

Pre-condition to Use the Feature:

• Users must have an active account on AgencyHandy and be logged in.

• Users should have access to invoices that they wish to download or print.

Steps to Use:

• Log in to AgencyHandy: Access your AgencyHandy account using your credentials.

• Navigate to Invoices: Locate the "Invoices" section in the dashboard menu.

• Select Invoice to Download/Print: Choose the specific invoice you want to download or print from the list of existing invoices.

• Access Download/Print Option: Look for an option to download or print the selected invoice.

• Select Download or Print: Choose the desired action (download or print) based on your requirements.

• Choose Format: Select the desired format for downloading or printing the invoice (e.g., PDF or printable version).

• Confirm Action: Confirm the action to download or print the invoice.

• Save or Print Invoice: Choose the location to save the downloaded invoice file. If printing, select the printer and adjust printing settings as needed.

• Review Printed Invoice: Review the printed invoice to ensure accuracy and completeness.

• Archive or Share: After downloading or printing, archive the invoice for record-keeping purposes or share it with clients or stakeholders as needed.