Export document as PDF

Export document as PDF

Scenario
How can I export a document from Accounting system as a PDF file.


Solution

You can export documents from Accounting System as PDF file by Click on the Export Button from all the available modules.

Steps

  1. We can choose any one of the Module to export a document from Accounting System.
  2. Click SALES -> Invoice -> SELECT ANY ONE FROM THE LIST
  3. As you see from the following screenshot click on the Export Button and choose the location from your computer to save it.


 

    • Related Articles

    • 3.0. Exporting Invoice to Pdf

      How to Export document to PDF? Learning how to export documents to PDF in OCi SAM is essential for users to easily share professional-looking and non-editable versions of their generated documents, such as quotations, invoices, and reports, with ...
    • Document Layout display

      When the preview of the document layout looks compressed or shifted to onside or the other. this is likely due to the DPI issue. you can reference Windows DPI scaling to adjust your settings. alternative if you do not wish to adjust your scaling, you ...
    • How to Export Reports

      The Reporting system has 3 main formats for export. PDF Excel CSV However not all modules have the CSV export function. See steps below on how users can export reports in each format. Export to PDF This export method is available for all reports and ...
    • Upload my customized document layout.

      Customized document layout will  come in a dot XML extension file. Step 1 Click  Maintenance -> Updates -> Document Settings Import Step 2 Select  the location where the layout is. then click on 'Get Document' a list of the customized layouts will ...
    • Weird character being displayed when exporting to CSV.

      If you have non english text (eg, chinese characters) in the data when you export to excel. the unicode characters will lose their formatting when you export to excel. you'll need to tell Execl to format the CSV for you. select unicode as the ...