Download Customer Documents

To be able to open and view an attached document, you will need to download the file.  The software creates a .pdf file of the selected document.  Once downloaded you may open the .pdf file for viewing. 

To download a Customer Document, you must first access the customer record.

From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers.

The Customers list will be displayed.  Locate the customer in the list, and then click on the hyperlink in the Customer # column to open the customer record. 

 

The Customer record will be displayed.  Click on the Documents tab.  Locate the document, and then click on the Download button.

In a few seconds, the file will appear on your taskbar.  Double-click on the file to open for viewing.

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