PDF copies of your invoices and estimates

When you email an invoice or estimate from TallyPip, a PDF of it goes with the email ("Invoice INV-0001.pdf", "Estimate EST-0001.pdf"), as well as the link to it online. Payment reminders carry the invoice's PDF as it stands that day, with anything already paid.

What's in the PDF

• Your look: the template, accent colour, logo and column titles from Settings › Sales.
• Everything on the document: who it's for, the dates, the P.O. number, every item, any discount, tax by name, the total, what's been paid and what's left, your notes and your footer.
• What you turned on under Sales form content: the service date and SKU columns, and the shipping details (ship to, ship via, shipping date, tracking number and the shipping fee). See Shipping, service dates and SKUs.
• PAID once an invoice is paid in full (or VOID if it was voided).
• A link to it online: "See and pay this invoice online" when you take payments online, "See this invoice online" otherwise, and "See this estimate online to accept or decline it".
• A long one carries on over more pages, with the column headings repeated and page numbers.

Download a PDF yourself

1. 1Open the invoice (from Invoices) or the estimate (from Estimates).
2. 2Press Download PDF, next to Print or save PDF.
3. 3The PDF opens in a new tab: save it, or attach it to an email of your own.

Your customer has a Download PDF button on the online invoice or estimate too, so they can always get a fresh copy. See Invoices and estimates your customers open online.

Switch the attachment off, or back on

1. 1Go to Settings › Sales.
2. 2Under Emails, untick (or tick) Attach a PDF of the invoice or estimate to every invoice, reminder and estimate email.
3. 3Press Save changes. It applies to the next email you send.

With it off, emails carry only the link: your customer can still print the document or save it as a PDF from its online page.

If something's not right

• My logo isn't on the PDF: the PDF shows PNG and JPG logos. A WebP or GIF logo shows on screen but not in the PDF, so upload it as PNG or JPG in Settings › Sales. Check that Show the logo on invoices and estimates is ticked too.
• Some letters show as ?: the PDF's font covers English, French, Spanish and other Western European letters, curly quotes, dashes and the € sign. Letters from other alphabets show as "?" (and some accents are left off). The online page shows them all.
• My customer didn't get the PDF: check that the setting above is ticked. Some email systems hold back attachments; your customer can download the PDF from the link in the email.
• The PDF doesn't look exactly like the screen: it has the same layout and everything the same, in a standard font every PDF reader has.