- Print preview your report
- Right-click on the item you’re previewing and choose “Email as PDF” (or click the “Email” icon on the top toolbar)
- When the “Email PDF” screen appears, complete the “Email to”, “Subject” and “Message” boxes
- Click “Send Email”
PDFs are stored in a folder called “PDF” in the “Cashbook Data” folder, for example: C:\Users\YourName\Documents\Cashbook Data\PDF\YourOrganisation
Note: The above steps apply to Version 6.40a (or newer). If you need to upgrade, you can download the latest version here. Upgrades are free.