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Overview

Knead generates branded PDF files for your invoices, quotes, and signed quotes. You can download them at any time to share with customers, attach to emails, or keep for your records.

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What You Can Download

Knead creates PDFs for three document types:
  • Invoices — A complete invoice with line items, totals, and payment status.
  • Quotes — An itemized estimate you send before confirming an order.
  • Signed quotes — A quote that your customer has reviewed and approved, including their approval signature.
Each PDF is branded with your business name, logo, and contact details. The formatting is clean and professional — ready to share directly with customers or attach to accounting records.

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How to Download a PDF

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Invoices

  1. Open the invoice from The Counter.
  2. Tap the Download PDF button at the top of the invoice detail page.
  3. Knead generates the PDF and downloads it to your device.

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Quotes

  1. Open the quote from the order detail on The Counter.
  2. Tap the Download PDF button.
  3. The quote downloads with all line items, pricing, and any notes you included.

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Signed Quotes

When a customer approves a quote, Knead captures their approval signature. The signed quote PDF includes everything from the original quote plus the customer’s signature and the date they approved it.
  1. Open the approved quote from the order detail.
  2. Tap Download PDF.
  3. The signed version downloads with the approval signature included.
Pro tip: Download signed quote PDFs for high-value custom orders. Having a signed approval on file protects you if a customer disputes the agreed scope or pricing.

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What the PDF Includes

Every PDF contains the essentials your customer expects on a professional document. Invoice PDFs include:
  • Your business name and logo
  • Customer name and contact details
  • Invoice number and date
  • Line items with product name, quantity, sell unit, unit price, and line total
  • Subtotal, any deposits applied, and total due
  • Payment terms and status
  • Any notes you added to the invoice
Quote PDFs include:
  • Your business name and logo
  • Customer name and contact details
  • Quote number and date
  • Line items with the same detail as invoices
  • Total estimated amount
  • Any notes or terms you included
  • Approval signature and date (signed quotes only)
Good to know: PDFs reflect the current state of the document at the time you download. If you update an invoice after downloading, download a fresh copy to get the latest version.

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Common Uses for Downloaded PDFs

  • Email attachments — Send a PDF directly to a customer who prefers documents over links.
  • Accounting records — Save PDFs to your bookkeeping files or upload them to QuickBooks.
  • Dispute resolution — Keep signed quote PDFs as proof of agreed pricing and scope.
  • Market prep — Print invoices for customers picking up at farmers markets or pop-up events.
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