NZ's Most Popular Keep-It-Simple Accounting Software

How can I save a report, invoice or quote as a PDF?

To convert anything (invoices, quotes, reports, etc.) into a PDF file, you can do that as follows:-

  1. Print preview the invoice, quote, report, etc. that you want to convert
  2. Right-click on the item you’re previewing and choose “Export as PDF” (or click the “Export PDF” icon on the top toolbar)
  3. A PDF file will be created instantly, and the next screen you’ll see is a confirmation screen allowing you to:-
    • Open the PDF – Click on the .PDF filename to view the PDF
    • View all PDFs – Click the “Open folder” link to find this and any other PDF document you’ve created previously *

* PDFs are stored in a folder called “PDF” in your “Data File Folder”, for example:  “C:\Users\YourName\Documents\Cashbook Data\PDF\YourOrganisation”

Note:  The above steps apply to Version 6.40a (or newer).  If you need to upgrade, you can download the latest version here.  Upgrades are free.