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Exporting Documents as PDF

Sometimes you want to export an invoice as PDF, instead of emailing or printing it.

To export a document as PDF

  1. Select a document
  2. Select the Preview tab in the right pane.
  3. Click the Save as.. button at the bottom of the PDF view.

To export a referenced document as PDF

  1. Select a document or a contact (client/supplier).
  2. Select the Documents tab in the right pane.
  3. Select a referenced document from the documents list in the Documents tab.
  4. Click the Save as.. button at the bottom of the PDF view.
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