Print, email and export documents and lists

You often need to give a document to someone outside the system: an invoice to a customer, a purchase order to a supplier, or a list to your manager. OLY ERP lets you print, save as PDF, email and export without leaving the system.

Before you start

• The document is saved. For invoices and orders, submit it first so the customer gets the final version.
• To email, the customer or supplier needs an email address, and your company's outgoing email must be set up. Your OLY ERP consultant sets this up during onboarding.

Steps

Print or save as PDF

1. Open the document, for example Sales Invoice SINV-2026-00012.
2. Click the Print icon at the top (or ... > Print).
3. In the print view, choose the Print Format you want, for example your company's invoice format.
4. Choose the Letter Head (your logo and address at the top). Choose No Letterhead if you print on pre-printed paper.
5. Click Print to send it to a printer, or click PDF to download a PDF file.

Email a document

1. Open the document and click ... > Email, or click New Email in the activity area at the bottom of the form.
2. Check To. The system fills in the customer's or supplier's email when it has one.
3. Check Subject and write a short message.
4. Make sure Attach Document Print is ticked and choose the Select Print Format you want.
5. Click Send.

The email is saved on the document. Anyone with access can see that it was sent.

Export a list or report to Excel or CSV

1. Open the list (for example the Sales Invoice list) and switch to Report view, or open a report such as Accounts Receivable.
2. Set the filters you need, for example the date range 2026-09-11 to 2026-10-10.
3. Click the ... (menu) button and click Export.
4. Choose Excel or CSV as the file type and pick the columns if asked.
5. Click Export. The file downloads to your computer.

Good to know

• Customer invoices must show your TIN and VAT details. Use the invoice print format your admin chose, not a plain standard one.
• If the PDF shows the wrong logo or address, ask your system admin to check the Letter Head.
• You can only export what you are allowed to see. If the Export option is missing, you may not have the role for it.
• Exports show the data at the time you export. If documents change later, export again.

Related

• Print formats for invoices and other documents
• Company details, logo and letter head
• Your data: backups and exports
• Create a sales invoice with VAT