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Printing Account Documents

Last Updated: Sep 23, 2015 11:06AM CEST
Account Documents can be generated and printed for any previously defined Product Document templates, when printed all placeholder values will be filled as of the time of printing.

To create the Product document templates to be printed please see the relevant article

To print Account Documents

  1. ​Go to the account
  2. Click document - Select the document type to be printed
  3. Review the document and print

To print Transaction Documents

  1. ​Go to the account - Transaction Tab
  2. Find the transaction for which the document will be printed
  3. Click on Actions and on the name of the document to be printed
  4. Review the document and print
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