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Send or Download an Invoice

Send an invoice to your Customer from Atto or download a PDF copy when you need to save or share it another way.

Send an invoice

  1. Open Invoicing from your Dashboard.

  2. Select the invoice you want to send.

  3. Select Update Status.

  4. Select Send Invoice.

  5. Review the recipient and delivery details.

  6. Confirm the send action.

After the invoice is sent successfully, its status changes to Sent.

Download an invoice as a PDF

  1. Open the invoice.

  2. Tap the … button.

  3. Select Download PDF.

You can keep the PDF for your records or share it outside Atto.

If a team member can’t send an invoice

As an Admin, review the team member’s role under Settings > Invoicing > Roles & Permissions. Create Drafts Only and View Only don’t allow a Manager or Employee to send an invoice.

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