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how do i email as a pdf

joannec62

I am trying to email an invoice as a pdf but do not see any options.

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Liz_A

Hi @joannec62

If you are in AccountRight, then go into the invoice you want to create as a .pdf and go to "Send To" at the top of the invoice and send to "Disk" - save it to wherever you need to access it in order to email/print, etc. You should also be able to Print to "Microsoft Print to PDF" but this may depend upon your system setup.

Cheers

Liz

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joannec62

Hi thank you so much did everything but hit the "send to disk". Thanks for help

Liz_A

Hi @joannec62

Cheers

Liz