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.
License and role requirements
| Requirement type | You must have |
|---|---|
| License | Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise More information: Dynamics 365 Sales pricing |
| Security roles | Any primary sales role, such as salesperson or sales manager More information: Primary sales roles |
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 options in your app?
There are three possibilities:
- You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
- 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.