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Downloading Invoice PDF Documents

← Distributing Invoices

Certain business use cases may require you to download invoice PDF files. To this end, JustOn Billing & Invoice Management allows you to select records from list views and download the PDF documents of the corresponding invoices (without any associated documents, though) to a ZIP file.

  1. Navigate to the Invoices list in the invoice run view, or open the Invoices tab and select an appropriate list view.

    The list view Recently Viewed does not display the Download ZIP button.

  2. On the Invoices tab, select the checkboxes next to the invoices you want to download, or leave all checkboxes unmarked to include all listed invoices.

  3. Click to open the action menu, then select Download ZIP.
  4. Optionally, select a specific file name pattern.

    The corresponding picklist shows the item Automatic Filename as well as the file name patterns as defined in PDF Name settings.

  5. Click Start.

    This starts a job that collects and, if necessary, regenerates the corresponding PDF files and writes them to a ZIP file.

    Be aware that the download considers the actual invoice PDF documents only. Any associated documents from invoice source records will not be included.

    Depending on the number of involved records, the job may freeze without indicating an error. In this case, cancel the current execution (leaving the page or closing the browser tab) and repeat the operation with a smaller number of records to process.

  6. When the process has completed, click Download ZIP.

    This opens the dialog for saving the ZIP file to your computer.