How to download invoices from servicem8 [online invoices]

Updated: 12/05/2022
Article #: 296


Australian Businesses are required to keep proof of purchases for any purchases over $82.50 inclusive of GST. A proof of purchase is a document that contains specific information; this normally comes in a format of a Receipt or a Tax Invoice. Australian Businesses are required to issue tax invoices within 28 days from the date the service has been provided.

Generally, invoices are either printed or emailed, however a number of Businesses also provide online portals where clients can access and download copies of all their invoices.

ServiceM8

ServiceM8 develops job management software solutions. ServiceM8 bills clients monthly. Clients receive monthly invoices via email but can also access invoices via ServiceM8. Only users who are assigned to either the security role of Default Business Owner or Default Finance can access the invoices screen.

  1. From your web browser log into ServiceM8

    è  The ServiceM8 Dashboard



  2. Click on [Settings]  > [ServiceM8 Account]
  3. Click on [Past Invoices]

    è
      The ServiceM8 Account - Past Invoices screen



  4. Click on [View] next to the invoice you wish to download

    è  The ServiceM8 Invoice opens


  5. Click on the download icon  to download the invoice into your download folder






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