---
title: "Download Invoice PDFs and Receipts"
description: "Download a PDF copy of any invoice or receipt in Aesthetix CRM, and understand how the faster PDF engine speeds up manual downloads and automated receipt delivery."
url: https://help.aesthetixcrm.com/en/articles/1777-download-invoice-pdfs-and-receipts
collection: "Invoices & Estimates"
updated: 2026-07-29
language: en
---

# Download Invoice PDFs and Receipts

Download a PDF copy of any invoice or receipt in Aesthetix CRM, and understand how the faster PDF engine speeds up manual downloads and automated receipt delivery.

You can download a PDF copy of any invoice or receipt in Aesthetix CRM, whether you need it for your records, to attach to an email, or to hand to a patient. PDFs are generated automatically when you download an invoice from the interface and when a receipt is sent through an automated workflow after a successful payment.

## How to Download a PDF of an Invoice

If you need a PDF copy of an invoice, follow these steps:

1.  Go to the **Payments** section and click **Invoices**.
    
2.  Locate the specific invoice you want to download and open it.
    
3.  Click **Download**.
    
4.  Select **Invoice**.
    
5.  Click **Preview** to open the invoice.
    
6.  Click **Download PDF** in the bottom right corner to save the file to your device.
    

The invoice will download to your device, ready to save, print, or attach to a message.

## Downloading Receipts

Receipt PDFs are generated automatically after a successful payment. They can be delivered to patients through automated workflows, and you can also open and download them from the related transaction in the **Payments → Transactions** area. You can view invoices and download receipts from the mobile app as well.

## About the PDF Engine

The PDF generation pipeline is the system that produces downloadable and email-ready PDF documents for invoices and receipts. It supports:

-   Downloading invoices from the billing interface
    
-   Generating receipts during payment flows
    
-   Sending invoices or receipts through automated workflows
    

![](https://staticfiles.us.gleap.ai/g/M05GCTkDlz6XieM3NdSjkNdCqEK1bLiEvT45z1ZswKdgqf7t95vS3BEVdqjvUE2fn87j016YFbk.png)

The engine has been re-engineered for speed and reliability, and the improvements are already active for everyone. No setup or configuration is required.

Key improvements include:

-   Approximately **80% faster** average PDF generation time
    
-   **75% reduction** in high-load (P95) latency
    
-   Elimination of timeout failures during PDF creation
    
-   Faster, more dependable delivery of invoices and receipts
    
-   Fewer PDF-related support issues
    

These gains apply to both manual downloads and automated delivery, and are most noticeable during high-volume activity or automation-heavy usage.

![](https://staticfiles.us.gleap.ai/g/BDDaslT55e0u4jFToKTOz93wwP5Woy4506YnBuDcJUuCh3K7pDyvsetXSW735rijOi51wiGsWrK.png)![](https://staticfiles.us.gleap.ai/g/TE9gsIJz2h4bMw8VWwOogmVygxOq0hhuAbiL167VKL5nVHs6yzlCr6c5knc5cl5oKusNagxx9qc.png)

### Performance Comparison

<table style="min-width: 100px;"><colgroup><col style="min-width: 25px;"><col style="min-width: 25px;"><col style="min-width: 25px;"><col style="min-width: 25px;"></colgroup><tbody><tr><th colspan="1" rowspan="1"><p><strong>Metric</strong></p></th><th colspan="1" rowspan="1"><p><strong>Before</strong></p></th><th colspan="1" rowspan="1"><p><strong>After</strong></p></th><th colspan="1" rowspan="1"><p><strong>Improvement</strong></p></th></tr><tr><td colspan="1" rowspan="1"><p>Average Generation Time</p></td><td colspan="1" rowspan="1"><p>~14.8 seconds</p></td><td colspan="1" rowspan="1"><p>2.97 seconds</p></td><td colspan="1" rowspan="1"><p>80% faster</p></td></tr><tr><td colspan="1" rowspan="1"><p>P95 Latency</p></td><td colspan="1" rowspan="1"><p>~19.5 seconds</p></td><td colspan="1" rowspan="1"><p>4.8 seconds</p></td><td colspan="1" rowspan="1"><p>75% faster</p></td></tr><tr><td colspan="1" rowspan="1"><p>Timeout Failures</p></td><td colspan="1" rowspan="1"><p>~1%</p></td><td colspan="1" rowspan="1"><p>0%</p></td><td colspan="1" rowspan="1"><p>100% reliability</p></td></tr></tbody></table>

## Frequently Asked Questions

**How do I get a PDF copy of an invoice?** Open the invoice from the Payments section, click Download, select Invoice, click Preview, then click Download PDF in the bottom right corner. The file saves to your device.

**Do I need to enable or configure anything to use the improved PDF engine?** No. The improvements are already active and apply automatically to all invoice and receipt downloads and workflows.

**What if a PDF fails to generate or is delayed?** Timeout-related issues have been eliminated. If a failure occurs, it is likely caused by an unrelated factor and should be reviewed by support.

**Are my existing workflows automatically upgraded?** Yes. Any workflow that generates or sends invoice or receipt PDFs uses the updated engine automatically, with no changes needed.

**Can I see the performance improvement myself?** Yes. Downloading an invoice or triggering a receipt email through a workflow should feel noticeably faster.

**Does this upgrade affect other document types?** No. The improvements apply specifically to invoice and receipt PDFs.

**Can I download receipts from the mobile app?** Yes. You can view invoices and download receipts directly from the mobile app.