When an invoice is generated on the Engage Platform it produces two files to represent the invoice, a PDF version and a Spreadsheet file. The PDF file will be automatically emailed to the designated contact in your Client Configuration. In order to download both files, you will need to download them via the platform. To learn more about setting an invoice contact email address, please read our article: How To Set Invoice Contacts
Automated Invoices
If you are setup as the Invoice contact, you will receive an email with a link to download the PDF file.
How to Download an Invoice and Spreadsheet
If you need to download both the Invoice PDF and the Spreadsheet, you can do so by logging into the Engage Platform and following the steps below:
Step 1. Log into Engage
Step 2. Navigate to Finance, then Invoices
Step 3. Select either the Received or Issued tab depending on the Invoice you’re looking for
Please Note:
You can also use the filters to narrow down your search, if needed.
Step 4. Once you’ve found the invoice that you’ll like to download, click on it to open it
Step 5. Select the three-line menu on the invoice
Step 6. Select Download Invoice. This action will download both the PDF and Spreadsheet of the invoice, which are the exact same files your client received.
How to Download a Summary of all your Invoices
You can download a short summary of all your invoices from the Invoices page by selecting the 3-line menu next to the invoices list and selecting Download Received / Issued Invoices, as well as Received / Issued Credit Notes.