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Export Document into PDF, HTML or XLS format
- In the document window, click menu “Export” at the top.
- You can choose the Export format: PDF, Excel or HTML
- An Export Dialog is shown. Click the “Browse” button to specify the location and filename of the export file.
- Click the “Export” button when ready. The document will be exported to the specified file.
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Getting Started
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FAQs
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How To
- Create New Document
- How to Create Documents from Existing Documents
- Export Document into PDF, HTML or XLS format
- Can I use my own font in the document?
- Customizing Date Format
- How to input multi lines in line item?
- How to change the font or style in header?
- How can I add product photos into Invoice?
- How to add discount column in Invoice?
- How can I record a payment received?
- How do I set the default tax rate and deposit rate?
- How can I transfer the software to a new computer?
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Workspace
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Document
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Settings
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Customize Document
- Customize Document
- Header
- Numbering
- Document Label
- Document Column
- Document Column Order
- Custom Field
- Document Color
- Company Chop & Signature
- Footer
- Option Box
- Paper Size / Layout
- Document Preferences
- PDF Properties
- Print Duplicate / Triplicate
- Price Calculation
- Tax Rate and Calculation
- System Preferences
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Tools
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Report
- Report List
- Global Sales Report
- Monthly Sales Report
- Sales Report by Customer
- Global Payment Report
- Monthly Payment Report
- Payment report by Customer
- Monthly Statement
- Payment Received Report
- Customer Purchase History
- Item Sales Report
- Sales Person Report
- Total Tax Payable Report
- Supplier Report
- Monthly Statement for Supplier
- Raw Data Export
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Customer List
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Supplier List
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Item List