Symbient Opta User Documentation
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How to Create Deposit PDFs

Prerequisites: Deposits
Alternatives: None See Also: Search Deposits

In Symbient Opta, you can export a Deposit to a PDF, which can then be downloaded and saved, emailed or printed for your records, or provided to a Customer for their records.

  1. After having created and saved a Deposit, with or without Items, select the Payment that you would like to export to PDF by clicking on Accounting > Accounts Receivable > Deposits from the left-side menu, and from the list of orders:
    1. Click on the Pencil icon
    2. Check the box and click Edit
    3. Click the Deposit Reference Number link
  2. On the Details tab of your Deposit, click the Download PDF button.
  3. Symbient Opta will automatically open a new tab in your browser and display the Deposit document.
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