Printing invoices and other client documents

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Printing reports to File/Email as a PDF

CSA enables you to print reports (as well as payroll and vendor checks) to a file and/or email attachment as a PDF. To create the PDF file, do the following:

  1. Choose File > Print Reports and select the desired reports by moving them to the right-hand pane of the Print dialog.
  2. Mark the Store image in checkbox and select File/Email from the drop-down list to the right of that checkbox.
  3. Click the To File button at the bottom of the Print dialog. (That button does not appear if you are also sending the reports to a printer at the same time.)

Printing reports to a generic text file

To print reports to a text file or disk, you must first configure one of your existing print drivers, or add a new print driver to accommodate printing to a file. We recommend that you use the following one-time procedure to add a Generic/Text-only printer to the list of available printers.

  1. On the Windows Taskbar choose Start > Printers and Faxes.
  2. In the Printers and Faxes dialog, double-click Add Printer.
  3. In the Add Printer Wizard pages that follow, add the Generic/Text only printer and set the port as File.

Note: After the Generic/Text only printer has been set up, to print to a file click the Printer button on the Print Reports dialog and select the Generic/Text only printer. When prompted, enter a file name for the report(s).

Related topics

Printing to FileCabinet CS

Printing to GoFileRoom

GoFileRoom Index Mapping [Setup - System Configuration]

Sending an engagement to a File/Email or GoFileRoom

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