Create an invoice PDF without sending the emailed version

Is it possible to create the PDF of the invoice without first emailing the invoice?  I have a couple of corporate clients who demand the PDF's and get annoyed when I first seem to have to send the email version.

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HI @Clark 

What I have done in the past on the few occasions when a customer wanted the PDF version was to create the invoice as normal.  

Then scroll down to the communication section and choose manually when you are finished click create.

 

Screenshot 2022-03-27 7.49.07 AM.png

 

It will then bring you back to the main invoice page, click the 3 dot menu to the right and download pdf version. 

 

I'm not sure if there is an easier way to do it, but works fine for me for the few times I've needed to to it this way. 

Dan
Square Champion
Check out Square support center for additional help.




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Square Champion

Solution

HI @Clark 

What I have done in the past on the few occasions when a customer wanted the PDF version was to create the invoice as normal.  

Then scroll down to the communication section and choose manually when you are finished click create.

 

Screenshot 2022-03-27 7.49.07 AM.png

 

It will then bring you back to the main invoice page, click the 3 dot menu to the right and download pdf version. 

 

I'm not sure if there is an easier way to do it, but works fine for me for the few times I've needed to to it this way. 

Dan
Square Champion
Check out Square support center for additional help.




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Thanks I'll give that a try.

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