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A PDF will not save, or the wrong document is exported

Save the document from the relevant estimate, invoice, job or overview.

Steps

  1. Open the correct record and choose its PDF button. Reports & exports provides the business overview PDF.
  2. Choose a local filename you can write to. Close an older copy if a PDF viewer has locked it, or choose a new filename.
  3. Wait for the saved confirmation, then open the generated PDF in a viewer and review its contents before sending it.
  4. Customer estimate PDFs omit internal cost and margin details. Job and overview reports contain internal business information and should be shared only with intended recipients.
  5. If saving fails again, run diagnostics and send the export type and help code to product support.

Check that it worked

The PDF opens, shows the expected record and totals, and contains the appropriate customer-facing or internal content.

Help codes

This article covers these on-screen help codes:

  • CSC-EXPORT-001

Still stuck?

If the PDF itself is missing or incorrect, that is product support. If a valid PDF opens but the physical printer fails, use the printer help article.

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