The View PDF and Download PDF actions let you access a customer-ready Invoice PDF from Advanced Billing, formerly Chargify. Use View PDF to open the Invoice in a new browser tab, or Download PDF to save a copy locally for sharing or record-keeping.
Before You Start
- The Invoice must be issued, not a draft. Draft Invoices do not include PDF actions.
- You must have permission to view Invoices for the site.
View an Invoice PDF
- Open the Invoice you want to share.
- Select More Options.
- Click View PDF.
- The Invoice PDF opens in a new browser tab.
Download an Invoice PDF
- Open the Invoice you want to save.
- Select More Options.
- Click Download PDF.
- The PDF is saved to your browser’s default download location.
Troubleshooting
- I do not see View PDF or Download PDF. Confirm the Invoice is issued, not a draft. Draft Invoices do not include PDF actions.
- The PDF does not open. Ensure your browser allows pop-ups from your Advanced Billing domain, and then try again.
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