Generating a PDF
PDFs are generated on demand for both estimates and invoices. A PDF is also automatically generated the first time you save a new estimate or invoice.
On the web app:
Open the estimate or invoice
In the sidebar, find the Actions section
Click Generate PDF (or Regenerate PDF if one already exists)
Once generated, click View PDF to open it in a new browser tab
When to regenerate:
If you make changes to line items, customer info, or your business details (logo, brand color, address), the existing PDF becomes outdated. A yellow warning banner will appear in the Actions section:
"This estimate has been modified since the PDF was last generated. Regenerate to reflect the latest changes."
Click Regenerate PDF to create a fresh version. The old PDF is automatically deleted and replaced.
What's included in the PDF:
Your company logo and brand color
Your business name, address, email, phone, and domain in the footer
Customer name and address
All line items with quantities, unit prices, and totals
Tax breakdown (if tax rate is set)
Grand total
Notes (if any)
Payment instructions (invoices only, if configured in your Account settings)
On the mobile app:
Open the estimate or invoice
Tap the more button (three dots)
Tap Generate PDF or Regenerate PDF
Use Preview PDF to view, or Share PDF to send via your device's share sheet