Billing Saathi
Billing Saathi Billing Saathi

View, print, download and share an invoice

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View, print, download and share an invoice

Every saved invoice can be previewed, printed, downloaded as PDF and shared with your customer in a few clicks.

Where to find it: All Sale Invoices → View / Print on the invoice row

Invoice preview with Send Via Email and WhatsApp and the Actions list
The invoice preview and its actions

The preview window

The left side shows the invoice exactly as it will print. Use − / + to zoom. The right side has these options:

  • Next steps: Add Signature, Add Bank Details and Ask AI to customize appear if something is missing on your invoice.
  • Send Via: Email or WhatsApp.
  • Actions: Edit, Download PDF, Thermal Print and Cancel Invoice.
  • Print Invoice opens your browser’s print window.

Print

  1. Click Print Invoice (or Print / Save as PDF above the invoice).
  2. Choose your printer and print. To save a PDF instead, choose Save as PDF as the printer.

For a small receipt printer (80 mm roll) use Thermal Print. The look of the A4 invoice is set in Print Template.

Download the PDF

Click Download PDF in the preview, or ▾ → Download PDF in the invoice list.

Send by email

Click Email, check the recipient, subject and message, and send. Replies come to your business email. Email invoices and documents

Send on WhatsApp

Click WhatsApp. WhatsApp opens with the customer’s number and a ready message containing a link to view the invoice. Share documents on WhatsApp

Print window not opening? Your browser may be blocking pop-ups. See Print or PDF window doesn’t open.

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