Forum Discussion

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
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

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
Experienced User
2 years ago
Hi thank you so much did everything but hit the "send to disk". Thanks for help
- 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