View Full Version : How to print a statement report to PDF format.

01-26-2005, 07:41 AM
How to print a statement report to PDF format.

When would you use this feature? Say for instance when a customer wants a statement emailed to them. Simply follow these steps and you can create a statement in a pdf format. Then email your customer and attach the statement.pdf file.

Step 1. Go to the Reports section and click on the Statement button.

01-26-2005, 07:42 AM
Step 2. Choose Select Customer.

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Step 3. Use one of the three drop down boxes to choose the specific customer.

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Step 4. Choose the Format to be Adobe Acrobat (PDF). Then click the disk button next to File.

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Step 5. Choose where you want to save the file. In this example we chose the Desktop and named the file statement.pdf. Then click the Save button.

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Step 6. After creating your report, you will see the new statement.pdf icon appear on your desktop.