How to Download and Print Your Invoices and Estimates
Downloading and/or printing invoices and estimates in vcita is easy.
Invoices
To print or download one or more invoices:
- In the vcita dashboard, click on Payments >Billing & Invoicing
- Select the checkbox next to the invoice that you wish to download or print.
- You may want to filter by criteria such as draft, open, paid, overdue, draft, or archived, for example, to locate the appropriate invoice(s).
- Selecting multiple checkboxes will allow you to download or print one or more invoices.
- After at least one invoice is selected, the Download button will appear.
- Click on the Download button.
- You can then open your invoice and print it.
Estimates
To print or download one or more estimates:
- In the vcita dashboard, click on Payments > Estimates
- Select the checkbox next to the estimate that you wish to download or print
- You may need to filter by criteria such as draft, approved, invoiced, or archived, for example, to locate the appropriate estimate(s)
- Selecting multiple checkboxes will allow you to download or print one or more estimates
- After at least one estimate is selected, the Download button will appear
- Click on the Download button.
- You can then open your invoice and print it.
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