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joannec62's avatar
joannec62
Experienced User
2 years ago
Solved

how do i email as a pdf

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

  • Liz_A's avatar
    Liz_A
    2 years ago

    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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  • Liz_A's avatar
    Liz_A
    Super User
    2 years ago

    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

     

     

  • joannec62's avatar
    joannec62
    Experienced User
    2 years ago

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

  • Leneth_A's avatar
    Leneth_A
    Former Staff
    2 years ago

    Hi joannec62

     

    We're glad to hear that Liz_A we're able to look for the solution for you. Feel free to come back here in the Community Forum if you have anymore questions, we are more than happy to assist.

     

     

    Cheers,
    Leneth

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