Create a PDF from an issued statement or quote and save it to the device or share it with another app.
About 1 minuteUpdated September 13, 2026
In this guide
Review the document
Choose the PDF template
Use the device share menu
1. Review the document
Check the customer, included transactions, item quantities, and total on the issued document detail. A PDF already shared does not change automatically if the original transaction is edited.
Review the issued document before sharing to reduce corrections.
2. Choose the PDF template
Tap Share PDF and choose Template A - Classic or Template B - Modern. Wait for the PDF to finish generating before closing the app.
Choose a template to generate the PDF for the issued invoice.
3. Use the device share menu
Choose Preview, Save to Files, Mail, or another available option from the iOS share menu. Available options depend on the apps installed on the device.
Use the iOS share menu to preview, save, print, or send the generated PDF.
