How to Generate PDF of Duplicate Copy of Bill in SwilERP (RG) Software

Generate PDF of Duplicate Copy of Bill

How to Generate PDF of Duplicate Copy of Bill in SwilERP Software

Overview

SwilERP has a feature for generating duplicate copies of bills. Users can print multiple copies of the bill during printing and concurrently generate a PDF file for the same. Also, users can share an email directly from the print transaction window. With this, you can view bill details date range-wise and bill entry-wise.

Start with login in SwilERP dashboard to initiate the process

  1. Go to the Option Menu> Print Transactions.
  2. After that a new of Print Transaction will appear in the next slide.
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SwilERP Dashboard Window
  1. Select the Transaction Name for which transaction you want to generate PDF.
  2. Select Format File in which format to want the bills.
  3. If you want party wise bill, then select the Party name from the column.
  4. Similarly, choose Posting A/c & Refer By.
  5. Select the Date Range if you want bills in a particular date range.
  6. Select the Range "From" to "To" to print your transaction in a particular count. (This range would be your bill range)
  7. Now, you have to enter how many copies of the bills you want. Enter the count in Copies column.
  8. Click on the Preview option.
  9. And all the bills display according to the selected parameters on the below-given screen.
  10. After that, click on the Generate PDF option.
Note: One thing is to remember that in the Print Transactions window, after clicking on the Preview tab, invoices will be shown in the Preview section according to 'Date Range' or 'Range' if it is given.

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Print Transactions Window

Send Mail of Generated PDF

  1. If you want to generate pdf of only selected bills, then select bills one by one.
  2. Now, you want to Send an Email directly from this window of selected bills.
  3. Click on the Generate PDF & Send Mail option.
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Send Mail of Generated PDF Window

  1. After that, a notification of Successfully Send Mail appears.

  2. Also, the Generated PDF Files are saved in your SwilTemp Folder. Users can find generated pdf files there.

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Success Message Window