For billing purposes or for those clients who prefer to have a physical copy of their invoice, you can easily generate a PDF right within Spectora. This feature allows you to quickly access, view, and print your invoice, ensuring all necessary documentation is easily accessible and professionally presented.
Whether you need accurate records for your own accounting or a tangible invoice for your clients, Spectora simplifies the process!
Downloading & Printing the Invoice from Inspector's Point of View
If you need to download a PDF of the invoice or print it for your own records, you can easily do so through the Inspection Details page on the web. Follow the steps below to see how to download and print the invoice.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on the inspection to open the Inspection Details page
Click the 3 dots in the Fees & Payments box
Click "View Invoice" in the dropdown menu
Click "View as PDF"
The PDF will open in a new tab on your browser
To download the invoice, click the arrow in the top right
This will allow you to save the PDF to your computer
To print the invoice, click the printer icon in the top right
And that's it! Now you have a PDF invoice to print or email to whomever!
Downloading & Printing the Invoice from Client's Point of View
If you have a client (or if you are a client/agent) that needs a PDF version of the invoice to save or print for their records, you can share this quick tutorial! The steps below will show how to download and print the PDF through the client portal.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click the blue "Inspection Details" button in the confirmation email sent by your inspector
This will open the client portal in your web browser
Click "Documents" on the left side
Click "Invoice"
Click "View as PDF" at the bottom of the invoice
This will open the PDF invoice in a new tab on your web browser
To download the invoice, click the arrow button in the top right corner
This will allow you to save it to your computer
To print the invoice, click the printer icon button in the top right corner
Frequently Asked Questions
Is there a way to mass-download all of my inspection invoices?
Unfortunately, not! Each invoice would need to be downloaded individually.
Is there a way I can just create a stand-alone invoice and send it?
We do not have a way to create a stand-alone invoice at this time. You will need to take payment from another person/3rd party instead with the steps in this article.
Is there a way to split an invoice?
Not at this time! You can take a split payment if two or more people will be sharing the cost of the inspection. Click here to see how you can split a payment or create a separate inspection invoice.
Can I create an invoice in Spectora without an inspection?
No - the only way to create an invoice in Spectora is to create an inspection.
Can I combine invoices?
Unfortunately, not! Each invoice is linked directly to that particular inspection.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
