PDA

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


Steve
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.

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

Steve
01-26-2005, 07:43 AM
Step 3. Use one of the three drop down boxes to choose the specific customer.

Steve
01-26-2005, 07:44 AM
Step 4. Choose the Format to be Adobe Acrobat (PDF). Then click the disk button next to File.

Steve
01-26-2005, 08:00 AM
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.

Steve
01-26-2005, 08:04 AM
Step 6. After creating your report, you will see the new statement.pdf icon appear on your desktop.