The article has been updated successfully.Saving/ Sending PDF files
Instead of printing a report or customer document, send as a PDF file attachment by email. You must be in the preview mode in order to have this option. Make sure you have selected Pause on Preview in your work order or invoice Print options.1. From the Menu bar select Print or Save as PDF > PDF.
2. Give it a file name and take note of where you saving it to, for example, your Desktop.
3. Click Save.
4. Click Continue.
5. Cancel the Print dialog box.
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- How to Create a PDF File of a Work Order General Summary
- How to Create a PDF File of a Work Order Detail Summary
- How to Create a PDF of a Work Order Proposal
- How to Create a PDF File of a Work Order Estimate
- How to Create a PDF of a Work Order General Summary
- Setting Up the Invoice Options
- Sending an invoice as a PDF in an email
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Comment #1 (Posted by Debbie Charanduk
)
Can you save Summary Reports as an Excel file? It is listed as an option beside "save as PDF" but it is grayed out. How do you activate this feature?
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Last Updated
15th of July, 2010
