web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / In GP13, how do I get...
Finance | Project Operations, Human Resources, ...
Suggested Answer

In GP13, how do I get the customer statements to print out in pdf format

(0) ShareShare
ReportReport
Posted on by Community Member

Hi

We are trying to send out customer statements from GP13.  The emails are going out but the attached statements are in a word format, not pdf.

What do we need to generate in a pdf format.

Thank you

Donna C

Categories:
Microsoft Dynamics GP
I have the same question (0)
  • Suggested answer
    JanelleM Profile Picture
    JanelleM Microsoft Employee on at

    Hi Donna,

    Thank you for using Dynamics GP Communities.  

    When you are using the e-mail functionality and e-mailing out customer statements, you first need to specify which document types you would like to e-mail out.  Then, for each individual customer, you can select the appropriate file format to sent out.

    First, you will want to ensure the PDF file format is allowed.  You can do this by going to Microsoft Dynamics GP > Tools > Setup > Company >  E-mail Settings.

    pastedimage1599151346566v2.png

    Once PDF has been setup as an allowable format, then you can assign the .pdf format to the customers for customer statements.  Go to Cards > Sales > Customer.  Select the appropriate customer and then click the E-mail button at the bottom of the window.  Now, select the .pdf format option for customer statements.

    pastedimage1599151546776v3.png

    Depending upon what version of GP you are on, there are minimum Microsoft Word version requirement that need to be met in order to generate to .pdf.  This information can be found by clicking the F1 (Help) button  and then selecting the 'Fields' option at the top from either the Customer E-mail Options or Company E-mail Setup windows.

    I hope this information helps.

    Thank you,

    Janelle

    Microsoft Support

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 514 Super User 2026 Season 1

#2
Giorgio Bonacorsi Profile Picture

Giorgio Bonacorsi 390

#3
Adis Profile Picture

Adis 266 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans