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How to send an invoice as a PDF

Every invoice and receipt in Payverly becomes a client-ready PDF with your business details. You choose how it leaves.

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Steps

  1. Open the invoice

    Find it under Invoices — search by client or number, or filter by Draft, Due, Paid or Overdue.

  2. Share the PDF

    Tap Share PDF. Payverly builds the PDF and opens your device's share options, so you can send it by email, in a messaging app, or save it to your files.

  3. Or print it

    Tap Print to send it to a printer, or choose to save it as a PDF from the print dialog.

  4. Or email it from your own address

    Tap Email to send the PDF straight to your client from your own email address. This needs a one-time setup — connect your mail server.

Good to know

  • Receipts have the same Print and Share options, so your client can get proof of payment too.
  • Your logo, business details, tax ID, invoice header and footer print on the PDF. Add your logo.
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