Forum Discussion

joannec62's avatar
joannec62
Experienced User
2 years ago

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

     

     

  • Liz_A's avatar
    Liz_A
    Valued 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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