# Downloading Invoices

{% embed url="<https://www.loom.com/share/aae1f5e0bd4743e6b5d5a99c2d4ae639>" %}

Managing and accessing invoices efficiently is a critical part of running any business. Loopit offers several flexible options for downloading invoices, whether you’re dealing with individual bookings, multiple invoices for a specific company, or comprehensive financial reports.

This guide will walk you through the four main methods for downloading invoices within Loopit. From filtering invoices by criteria to exporting detailed reports, you’ll find everything you need to streamline your invoicing process.

### **Downloading Invoices via Bookings**

The **Bookings** module allows you to download invoices associated with specific bookings. Follow these steps:

{% stepper %}
{% step %}
**Navigate to Bookings**

From the left-hand menu, select **Bookings** and locate an active booking.
{% endstep %}

{% step %}
**Go to the Billing Tab**

Within the booking, click on the **Billing** tab to access invoice options.
{% endstep %}

{% step %}
**Download Options**:

* **Individual Invoices**:\
  Highlight a row item, click the ellipsis (**...**) at the end of the row, and select **Download PDF**.
* **Export Multiple Invoices**:\
  Use the **Export** function to download all invoices visible in the current view.
  * Apply filters to the view to download only invoices that meet specific criteria, such as:
    * **Issued invoices**
    * **Paid or partially paid invoices**
    * **Invoices within a specific date range**
      {% endstep %}
      {% endstepper %}

***

### **Downloading Invoices via Companies**

The **Companies** module consolidates invoices across multiple bookings for a single company.

{% stepper %}
{% step %}
**Navigate to Companies**

From the left-hand menu, select **Companies** and choose a specific company.
{% endstep %}

{% step %}
**Go to the Billing Tab**

Access the **Billing** tab for the selected company.
{% endstep %}

{% step %}
**Download Options**:

* Highlight a row item, click the ellipsis (**...**) at the end of the row, and select **Download PDF**.
* **Export Multiple Invoices**:\
  Use the **Export** function to download all invoices available in the current view.
  * This view will display all invoices across bookings linked to the selected company.
    {% endstep %}
    {% endstepper %}

***

### **Downloading Invoices via People**

The **People** module enables you to download invoices related to a specific contact.

{% stepper %}
{% step %}
**Navigate to People**

&#x20;From the left-hand menu, select **People** and choose the relevant contact.
{% endstep %}

{% step %}
**Go to the Billing Tab**

Access the **Billing** tab for the selected person.
{% endstep %}

{% step %}
**Download Options**:

* Highlight a row item, click the ellipsis (**...**) at the end of the row, and select **Download PDF**.
* **Export Multiple Invoices**:\
  Use the **Export** function to download all invoices visible in the current view.
  * This view includes invoices from multiple bookings associated with the selected person.
    {% endstep %}
    {% endstepper %}

***

### **Downloading Invoices via Reports**

The **Reports** module offers pre-made reports for comprehensive invoice downloads.

{% stepper %}
{% step %}
**Navigate to Reports**

From the left-hand menu, select **Reports**.
{% endstep %}

{% step %}
**Choose an Invoice Report**:

* **Overdue Invoices**: Displays all overdue invoices in your account.
* **All Invoices**: Lists every invoice in your account.
  {% endstep %}

{% step %}
**Export the Report**:

* Click **Export** to download the report.
* Enter an email address to have the report sent to you.
* Apply filters (e.g., date range, status) to customize the export.
  {% endstep %}
  {% endstepper %}


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