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Statement of Account export as PDF

AmeliaAmelia Member Posts: 5

Please can it be added that you can export a Statement of Account as PDF? My current workaround for this missing feature is to print it as PDF but this then prints the header and foot info like page number and website address, there is nothing wrong with that I suppose but it doesn't look the most professional.

I need to be able to save as PDF to be able to send it to clients on WhatsApp, I've tried sending the share link and they seem to ignore it. Sending it by email isn't an option with these clients.

Thank you!

in Sales & Invoicing Feature Ideas

Comments

  • AlexLAlexL Member Posts: 2,869 ✭✭✭

    Hi @Amelia , in Customer Statements if you generate an Account Activity report and right click it to Print..., the first option in the destination drop-down menu should be Save to PDF.

    Check that out and let us know if you have any trouble with it!

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