Printing and Exporting

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Printing and Exporting

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How to print a report and/or exporting it.

Any Lookup or Form with a Print Button graphic  can be printed, emailed or exported to a file.

If you click on the print button the print preview will open, looking like this.

Print Preview Options

Remember that you can hide columns, move columns etc. see Grid Reports and Lookup forms

 

Hover your mouse over the buttons to get help. As most of the buttons are self-explanatory, we will mention just the most important ones.

 

Export document. Click on the down arrow to select between different formats like PDF, Excel, etc..

Send via E-Mail.  Click on the down arrow to select between different formats like PDF, Excel, etc.

Batch Printing.

Batch printing is embedded in SI+ Accounting, so it can be used from within. Batch printing is available on all the SI+ versions.

Items that can be batch printed, or automatically print as they are generated are:

invoices

statements

quotations & orders

receipts

        age analysis

For an example of how to use it go to Invoice Lookup or to Customer Age Analysis

Remember, absolutely any form that can be printed can be emailed or exported.

You can also send bulk emails or SMS to your customers, e.g. news letters etc. see Customers > Contacts & Bulk Email...