How to download an invoice or quote PDF in JobSheet
Invoice PDF (in JobSheet)
For sent or paid invoices, JobSheet stores an archived copy when the invoice is issued or emailed.
- Open the invoice detail screen.
- Choose Download PDF (also available in the Print / PDF overlay).
- Your browser opens or saves the file.
If Download PDF is not shown, mark the invoice sent or email it to the customer first, then refresh the page.
Download on the customer link
Customers can choose Download PDF on the customer link (same Templates layout as Workspace → Templates). That download uses the stored archive when one exists. It is separate from Email to customer, which does not automatically attach that file.
Browser print (any document)
For draft invoices, credit notes, or quotes:
- Open the document detail screen.
- Choose Print / PDF.
- On the preview, choose Print (or Download PDF when available for sent invoices).
- Use your browser Print and pick Save as PDF.
On phone, the preview opens full screen. Print and Close stay at the top above the invoice. The bottom tab bar is hidden while preview is open.
On desktop, Save as PDF prints the invoice document only, without the app sidebar, bottom bar, or scrollbar.
This uses the on-screen layout with your Workspace branding and bank details. Bill to includes the customer’s billing address when it is set on their profile (invoice address or saved customer address).
Tips
- Check Billing address on the invoice detail screen before you print.
- Bank details and payment terms from Workspace appear on print and server PDFs.
- Proforma invoices follow the same print path; they are labelled as proforma on the document.
- Server quote PDFs are not available yet. Use browser print for quotes.