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This dialog window appears from the print preview when you need to export invoices and customer statements to PDF.
To export invoices to PDF:
- From the menu Reports > Customers > Print invoices
- Specify the invoices to print (e.g. 1-10)
- Confirm with OK.
- From the print preview, click the PDF icon.
Export single invoices or customer statements to PDF
This function allows you to export an invoice or a customer statement into a PDF file.
The option is visible when only one invoice or one customer statement has been selected for PDF export.
To export a single invoice or customer statement to PDF, you must:
- From the print preview, click Export > Create PDF.
- Click Browse and select or create the folder where to save the file.
- Enter the PDF file name. The name is automatically filled in the File name field.
- Enable the Open file immediately option to view the created PDF.
- Confirm with OK.
Export multiple invoices or customer statements into a single PDF
This function allows you to export several invoices or customer statements into one single PDF.
The option is only visible when multiple invoices or customer statements have been selected for PDF export.
To export invoices or customer statements into a single PDF, you must:
- From the print preview, click Export > Create PDF.
- Enable the Save as single file option.
- Click Browse and select or create the folder where to save the file.
- Enter the PDF file name. The name is automatically filled in the File name field.
- Enable the Open file immediately option to view the created PDF.
- Confirm with OK.
Export multiple invoices or customer statements as separate PDFs
This function allows you to export several invoices or customer statements in a single operation, generating separate PDF files.
This option is only available:
- With the Advanced plan of Banana Accounting Plus.
- When multiple invoices or customer statements have been selected for PDF export.
To export invoices or customer statements as separate PDFs, you must:
- From the print preview, click Export > Create PDF.
- Enable the Save as individual files option.
- Click Browse and select or create the folder where to save the files.
- In the File names field, you can customize the file name using variables available in the dialog window.
- Click Variables to view the full list of variables.
- Double-click the variables you want to use and compose the file name. While composing, the resulting file name preview is updated automatically.
Example: <doc_date> for the document date, <customer_name> for the customer name, and <doc_number> for the document number.
- Enable the Open file immediately option to view the created PDF.
- Confirm with OK.
If a file with the same name already exists in the selected folder, the program will ask for confirmation during saving.
List of available variables
To customize the file names, use the following variables:
- cur_date: the current date when the PDF documents are created.
- cur_time: the current time when the PDF documents are created.
- customer_city: the customer's city.
- customer_email: the customer's email address.
- customer_familyname: the customer's last name.
- customer_firstname: the customer's first name.
- customer_name: the full name of the customer or the company name.
- customer_number: the customer number.
- customer_organisation: the company name.
- doc_amount: the amount of the document.
- doc_date: the date of the document.
- doc_number: the document number.
- doc_title: the invoice title with number, customer name or company name.
- name: the default file name (invoice title with number, customer name or company name).
Export other types of documents
From the print preview, you can export any document to PDF using the Create PDF command.
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