Saving a form or report as a PDF file to attach to an email

Emailing Overview > Saving a form or report as a PDF

In MYOB Accounting Plus, you can save a sale, purchase or report as a PDF file that you can attach to an email. You can access this feature by clicking the Send To button in the Sales, Purchases, Index to Reports and Screen Reports windows and choosing Disk. If you click Disk at the Index to Reports and Screen Reports windows, choose PDF from the list of file formats.

Note: If forms and reports are saved as PDF files

If you save a form or report as a PDF (Portable Document Format) file, the customer or supplier who receives the form or report must have software that is capable of opening a PDF file. To view a file in PDF format, you need Adobe Acrobat Reader, a free application distributed by Adobe Systems -- www.adobe.com.


Click below for the step-by-step procedure:

To save a sale or purchase as a PDF file to attach to an email

To save a report as a PDF file to attach to an email