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Intuit
10 helpful votes

Download and save invoices, other sales forms, and statements as PDF

There may be times when you need to send physical copies of sales forms to your customers. Here's how you can save a copy that you can either print or send as an email attachment.

Note: For instructions on attaching files to your emails, check your email service's support website.

Download sales forms (except statements)

  1. Select Sales or Invoicing from the left menu.
  2. Select Customers at the top, then the appropriate customer name.
  3. Find and select the sales form you want to download to view the transaction.
  4. Select Print or Preview.
  5. On the upper right of the PDF preview screen, select the Download icon.
  6. Browse to your desired location, then select Save.
  7. To go back to your transaction, select Close.

Download statements

  1. Select Reports from the left menu.
  2. Search and open the Statement List report.
  3. Select the statement you need to save.

    If the statement you need is not listed:

    1. Select Customise, then Filter.
    2. Edit the filters as necessary.
    3. Select Run Report.
  4. Select the Print icon.
  5. On the upper right of the PDF preview screen, select the Download icon.
  6. Browse to your desired location, then select Save.
  7. Select Close to go back to your statement.

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