🔍 Overview
The Download Invoice option allows users to instantly retrieve a PDF version of any generated invoice, directly from the Staffing Invoices listing screen or through the View Invoice interface.
No extra steps, no formatting needed — the downloaded invoice is ready to print, or archive.
📥 Where to Find It
Go to the Invoicing tab in your Staffing Workspace.
Locate your desired invoice.
Click the 3-dot menu (⋮) next to the invoice.
Select Download Invoice.
Alternatively:
Click View Invoice to open it, then use the Download Invoice button from the top right corner.
📄 Naming Convention
Every downloaded invoice follows this structure:
Invoice_<Invoice-number>_WE_<YYYY-MM-DD>.pdf
Example:
Invoice_250601752_WE_2025-06-15.pdf
🧠 “WE” stands for “Week Ending” — the last date of the invoice period.
🧾 What’s Included in the Downloaded Invoice
The downloaded PDF will contain:
✅ Company Logo: Pulled from your Workspace → Company Settings.
✅ Company Billing Address: Based on the default address saved in settings.
✅ Website, Contact Email, Phone Numbers: Pulled from Invoice Settings.
✅ Billed To Address:
By Company: Shows company billing address.
By Location: Shows selected location's address.
✅ Primary Billing Contact Email: Displayed under the billed-to section.
✅ Detailed Line Items: Sorted by Province/State.
✅ Totals and Tax Breakdown.
💡 Why This Matters
✔️ Saves time with a one-click professional PDF export.
✔️ Ensures consistent invoice documentation.
✔️ Great for sharing with clients or storing for financial records.
✔️ Brand-forward formatting reflects your company logo and contact identity.
✔️ Helps with compliance and audit readiness.
🧠 Key Points to Remember
Multiple invoices? Download each individually for clean, clearly named files.