How to generate a PDF document for an invoice
When Twikey generates your invoices it is done as an HTML document. Your customers can view them online via a link in their email or payment page — but that version cannot be downloaded or saved. Use this action whenever you need a downloadable PDF copy: to archive invoices, send them via postal letter, or attach them to external communications.
How to generate a PDF document for an invoice
- Navigate to the invoices menu overview
- Set the advanced filer to PDF Available" = No
- Select one or more invoices
- Click on the three dots in the top right
- Select Generate
- Click Generate PDF
After a while the system will generate the pdf documents
Via the pdf icon in the invoice overview, the file can be viewed.
Alternatively you can open the document if you click on the invoice details and choose Document.
How to merge multiple PDF invoices into a single PDF.
If you need to share or archive multiple invoices at once — for example, to send to a customer who does not have an email address — you can combine all generated PDFs into a single ZIP file.
- Navigate to the invoices menu overview
- Set the advanced filer to PDF Available" = Yes
- Select one or more invoices
- Click on the three dots in the top right
- Select Combine documents
- Click Yes
After a while you receive an email containing
- a link to a ZIP file with all the selected invoice PDFs included.
- a link to a CSV file with all the selected invoice included.