Printing records to PDF — Getting the PDF out

From a record you can download it, or save it onto the record in an attachment field, where it behaves exactly like a file someone dragged in. An automation can do both without anyone pressing anything: add a Generate a PDF step, choose the template, and either save it to a field, email it to {{record.email}}, or both. That is the difference between "we can make invoices" and "invoices send themselves when the job is marked done".