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How to print a statement report to PDF format.

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  • How to print a statement report to PDF format.

    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.
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  • #2
    Step 2. Choose Select Customer.
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    • #3
      Step 3. Use one of the three drop down boxes to choose the specific customer.
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      • #4
        Step 4. Choose the Format to be Adobe Acrobat (PDF). Then click the disk button next to File.
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        • #5
          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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          • #6
            Step 6. After creating your report, you will see the new statement.pdf icon appear on your desktop.
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