How to Export Payments to PDF
Updated over 2 years ago Table of contentsWhether your Payment is in a Draft or Approved state you can export it as a PDF at any time. This article will cover how to export individual Payments as well as multiple Payments:
Exporting Multiple Payments
Exporting Individual Payments
You can Export Individual Payments several ways:
-
Navigate to the Payments page of your project and select the Payment record you would like to export. Select the Export button from the side blade widget.
Navigate to the Payments page of your project and select the Payment record you would like to export. Select the Export button from the side blade widget.
2. You can also print a Payment after you Open the record from the side blade widget. Select the Export button located in the Details section of your Payment.
After selecting the Export button, a side blade widget will appear with Export options (see image below). You can choose whether to export the Pay Estimate, Pay Application, or Both; you can also choose with or without Attachments; you can also export as a PDF or email to a recipient as a PDF.
Exporting Multiple Payments
To export multiple Payments created in Pegasus, navigate to your project's Payments page.
Select the Export button. You can also use the Filter button to narrow the Payments grid results. The Export button will export all records displayed in the grid.
After selecting the Export button, a side blade widget will appear with Export options (see image below). You can choose whether to export the Pay Estimate, Pay Application, or Both; you can also choose with or without Attachments; you can also export as a PDF or email to a recipient as a PDF.
