Print quote, invoice, or other records
Take a printed copy of a quote, invoice, or other records in Dynamics 365 Sales by exporting the records to PDF.
Print a sales record
Go to the record you want to print. For example, to print an invoice, go to Sales > Invoices, and select a record.
On the command bar, select Export to PDF, and then select the template you want to use to create the PDF. More information: Create PDF files from sales records
Note
If you don't see the Export to PDF option, contact your administrator to Enable PDF file generation from sales record.
Download the PDF file to your local drive.
Open the downloaded PDF file, and print it.
Can't find the feature in your app?
There are a few possibilities:
- You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
- You don't have the necessary security role to use this feature.
- To configure or setup a feature, you need to have the Administration and customization roles
- To use sales-related features, you need to have the Primary sales roles
- Some tasks require specific Functional roles.
- Your administrator hasn't turned on the feature.
- Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.