Preview a document

1. Select the required document you want, for example an invoice layout.
2. To preview the document on-screen, select Preview.

Print a document

1. Select the required document you want, for example an invoice layout.
2. To preview the document on-screen, select Preview.
3. Once you've checked your report or layout, press Print. 

You can also print quotations, orders, invoices and credits with just one press using the Quick Print feature.

Email a document

Before emailing a document, apply the correct email settings.

1. Select the required document you want, for example an invoice layout.
2. To preview the document on-screen, press Email.

You can also email quotations, orders, invoices and credits with just one press using the Quick Email feature.

Save a document

1. Select the required document you want, for example an invoice layout.
2. To preview the document on-screen, press Export.
3. Save your document to the required directory, selecting a file name and file type, for example CSV or PDF.
   
   

Send your document to Microsoft Excel

1. Select the required document you want, for example an invoice layout.
2. To preview the document on-screen, press either Report to Excel, or Data to Excel.
   
   
   NOTE:

    For more information on the differences between these options, you can view our help guide. Read more >

    

Microsoft OneDrive

If you've set up Microsoft Office 365 integration, you can send copies of your documents to Microsoft OneDrive automatically as you print or email them.