Symbient Opta User Documentation
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How to Create Received Payment PDFs

Prerequisites: Payments
Alternatives: None See Also: Create Invoices
Add Items
Create Deposits from Payments
Search Payments

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