How do I change the invoice file name when downloading it as a PDF?

You can’t change the file name when you click the PDF button inside the invoice, because the system downloads the file directly with a fixed name that contains the invoice number, such as Invoice-000125.pdf. To save the invoice with a name you choose, use the Print button and save it as a PDF file from the print window:

1. Open the invoice from Manage Invoices.
2. Click Print at the top of the invoice.
3. In the print window, change the Destination to Save as PDF, then click Save.
4. In the window that appears next, type the file name you want and choose where to save it, then click Save.