1. Printing invoices

Click Sales . Go to the Receivables screen.    

Invoices can also be accessed through the new transaction page. Click the Transaction search tab, then filter by Receivable charge to find your transaction.

Note:  Downloading and emailing invoices are only available for Premium users.

You will need to upgrade your plan to see these features if you currently have a basic plan.

Click the ellipsis on the right of the invoice you wish to send to the customer to see your options.

You can click Download invoice and save it as a pdf.

You can choose to download and print one invoice at a time. Mark the invoice as sent or not sent for better tracking.

Or you can download multiple invoices as a batch. Select your invoices and click Download Invoices.

2.  Delivery to the customer

Once the invoices are downloaded, you can print them to give a paper copy to your customer.

Or you can send the invoices by email. Choose Email invoice,

Add an email address and a message to your customer and simply click Send.

The date the invoice was sent will be marked automatically for you.

If the invoice was marked as sent by accident, you can always mark it as unsent to send it later.

The history of all actions taken regarding your invoice can be found under Sent History.

3. To print a statement for a customer

Click Sales on the left-hand pane and click Customers. 

Click the ellipsis at the end of the customer line and click Print Statement.

Last updated on November 5, 2025 by FCC AgExpert