Congratulations on getting paid! If you prefer to have your invoices neatly organized as presentable documents, Rise has got you covered! Follow these simple steps to export your invoices in PDF format effortlessly:
Log in to your Rise account and navigate to the "Activity" tab. Here, you will find a comprehensive list of all the transactions associated with your account, including the invoices for the payments you have received.
Scan through the list of transactions to find the specific invoice you wish to export. Click on the desired invoice to view its details.
Once you have the invoice open, look for the export options. For PDF format, locate and click on the "Print" button at the screen's top right corner.
After clicking the "Print" button, a dialog box with various print settings will appear. Select "Save as PDF" or any other PDF-related option from the list of available printers. Next, choose the destination folder to save the PDF file. Give the file a meaningful name that will help you quickly identify it. Double-check all the details and settings, ensuring everything is accurate. Once satisfied, click the "Export" or "Save" button to generate your invoice in PDF format.
Voila! You now have a professional-looking PDF version of your invoice that you can easily share, print, or archive for your records. By following these steps, Rise makes it incredibly simple for you to have your invoices ready in a visually appealing and convenient format for your business needs.
Enjoy the seamless experience of managing your finances with Rise!