Download PDF copies of your invoices for record-keeping, accounting, expense reports, or tax purposes. Every invoice is available as a professional PDF document.
Downloading an Invoice PDF
From the Invoice List
Click “Invoices” in the sidebar navigation menu.
Locate the invoice you want to download from the list.
Click the download icon (arrow pointing down) or “Download PDF” in the actions column.
The PDF will download to your default downloads folder. The filename will include the invoice number.
From Invoice Details
- Click on an invoice to view its details
- Click the “Download PDF” button (usually at the top right)
- Save the file to your desired location
What’s Included in the PDF
Each invoice PDF contains:
Header Information
- Lead Marketing Strategies logo and contact info
- Invoice number
- Invoice date and due date
- Your billing information
Line Items
- Description of each service or product
- Quantity and rate
- Line item totals
Totals Section
- Subtotal
- Discounts (if any)
- Taxes (if applicable)
- Total amount due
- Amount paid (if any)
- Balance remaining
Footer
- Payment terms and due date
- Payment instructions
- Notes (if any)
Our invoice PDFs are formatted professionally and are suitable for expense reporting, tax documentation, and business records.
Downloading Multiple Invoices
To download several invoices at once:
- On the invoice list, check the boxes next to invoices you want
- Click “Download Selected” or “Bulk Download”
- Invoices will download as a ZIP file containing individual PDFs
Naming Convention
Downloaded invoices follow this naming pattern:
Invoice-[NUMBER]-[DATE].pdf
Example: Invoice-INV-2024-0123-2024-01-15.pdf
This makes it easy to organize and find invoices later.
Downloading Receipts
Paid invoices also offer receipt downloads:
- The receipt shows the same invoice information
- Includes “PAID” stamp with payment date
- Shows payment method and confirmation number
- Ideal for expense reports and reimbursement
Organizing Your Invoices
Create a folder structure on your computer like “Lead Marketing Invoices > 2024” to keep your invoice PDFs organized by year.
Suggested organization:
- Create a dedicated folder for our invoices
- Organize by year or project
- Keep both unpaid and paid copies
- Back up to cloud storage
Printing Invoices
To print an invoice:
- Download the PDF
- Open it in your PDF viewer
- Press Ctrl+P (Windows) or Cmd+P (Mac)
- Select your printer and print
Or print directly from the portal:
- Open the invoice details
- Click “Print” button
- Your browser’s print dialog will open
PDF Not Downloading?
Check Pop-up Blocker
- Some browsers block automatic downloads
- Look for a blocked pop-up notification
- Allow downloads from app.leadmarketingstrategies.com
Try a Different Browser
- If one browser has issues, try another
- Chrome, Firefox, Safari, and Edge all work
Check Download Settings
- Your browser may be asking where to save files
- Look for a save dialog in the background
- Check your downloads folder
Clear Cache and Retry
- Clear your browser cache
- Refresh the page
- Try downloading again
Alternative: Email Invoice
If you need an invoice sent to you or someone else:
- Open the invoice details
- Click “Email Invoice” or “Send Copy”
- Enter the email address
- Click Send
The invoice PDF will be sent as an attachment.
Need Help?
Problems downloading invoices?
- Email: billing@leadmarketingstrategies.com
- Phone: (631) 974-5682
- Contact Form: Contact Us