PDF Statement Option?

db77771982db77771982 Member Posts: 1

Hi Is there a PDF option hiding to download PDF of statement?

Comments

  • AlexiaAlexia Administrator Posts: 3,315 admin

    Hi, @db77771982.

    No, there's currently no way to download a copy of the customer statement directly from Wave. It can only be sent out by email. You could download it as a PDF using a pdf-creating browser extension. I know a few other Wavers do this already to save copies of receipts.

    Would you just want copies on your computer for your own records?

  • AndrewCWAndrewCW Member Posts: 4

    Hi.
    I am also looking for this functionality as my clients prefer downloading and printing from pdf documents.
    I also prefer keeping electronic and hard copies for my records.
    Thank you
    Regards
    Andrew

  • JamieDJamieD Administrator Posts: 795 admin

    @AndrewCW Definitely understand the need of being able to export data for your customers statements. It's still not a feature that is going to be released any time soon -- however one suggestion I do have is taking a screenshot of the data/printing it that way (obviously not ideal, but perhaps a workaround that would help in this case).

  • AndrewCWAndrewCW Member Posts: 4

    Thanks JamieD. I did try a screenshot, but not professional looking. Hope it is a feature soon and should not be too difficult as exporting to a pdf can be done for other things like invoices.

    edited May 24, 2019
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