For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Managing invoices in Snapdocs RON (formerly Pactima): generate on-demand invoices, download invoice PDFs, and download receipts
Before you begin, make sure you have billing permissions by being the owner of the team or an administrator. You need this access to manage invoices and billing details.
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## Generate an invoice on demand
If you need to create an invoice before your regular billing cycle, you can generate one from the billing area.
1. Sign in to your Snapdocs RON (formerly Pactima) account.
2. Click **Account** in the top right corner.
3. Open the **Billing** tab.
4. Select **Invoices** to view your current and past invoices.
5. Look for pending invoice items that have not been billed yet.
6. Click **Generate On-Demand Invoice**.
7. Wait a moment while the system processes the invoice.
If your account is set to autopay, the newly generated invoice is automatically paid using the payment method on file.
## Download an invoice as a PDF
You can download a PDF copy of any invoice from the invoices list.
1. Go to **Account** > **Billing**.
2. Open **Invoices**.
3. Find the invoice you want to download.
4. Click the button second from the right for that invoice to download the PDF.
The PDF includes details such as invoice items, dates, amounts, and the total due.
## Download a receipt for a paid invoice
Receipts for paid invoices are typically attached automatically to the invoice record.
### Option 1: Download from the Receipts tab
1. Go to **Account** > **Billing**.
2. Open the **Receipts** tab.
3. Find the receipt you want and download it.
### Option 2: Download from the invoice page
1. Go to **Account** > **Billing**.
2. Open **Invoices**.
3. Find the paid invoice.
4. Click the button on the right for that invoice, often shown with a tooltip like **Download Receipts**.
5. Download the receipt PDF.
Use these options to keep accurate financial records and manage billing documents directly in Snapdocs RON (formerly Pactima).