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Knowledge Base Money Step 23 of 28

Export and send an invoice

Generate the PDF or CSV and get it to the client — and what to do while it is still generating.

1 min read For company admin, finance

Exporting runs in the background so a big invoice doesn't tie up your browser.

Step by step

  1. Go to Finance and open the invoice.
  2. Trigger the export and choose PDF (to send to a client) or CSV (to import into your accounts package).
  3. The job is queued. When it's ready, the file is available on the invoice and emailed out.

You can navigate away while an export runs. It doesn't need the page open, and closing the tab won't cancel it.

Check before you send

  • Your logo and company name are right — that's Settings → Company profile.
  • The invoice number matches your sequence — Settings → Invoice numbering.
  • Any client PO number is on it. Councils and agents commonly reject invoices without one.

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