How do I download an invoice PDF?

Every Pledgix invoice — paid or open — can be downloaded as a PDF straight from your portal.

Steps

1. Sign in to your client portal and open the Billing tab.
2. Scroll to Invoice history — every invoice on your account is listed there, newest first.
3. Find the invoice you need (the campaign it belongs to is shown as a badge under the invoice number).
4. Click PDF in the Actions column. The PDF downloads immediately.

You can also click View to open the invoice's secure web page — a paid invoice's page doubles as a receipt you can revisit or print any time. (Open invoices additionally have a Pay button that opens a payment dialog right in the Billing page.)

What's in the PDF

The PDF is the full formal invoice: invoice number, issue and due dates, line items, totals, and payment status — suitable for bookkeeping, reimbursement, or your accountant.

Tip: You don't need to save PDFs "just in case." Your complete invoice history stays available in the Billing tab permanently, so you can always come back and download an old invoice when tax season arrives.

For a walkthrough of what each line on the invoice means, see Understanding your Pledgix invoice.