- Left Menu > Contact.
- Contact Finder > type the contact’s name.
- Click the edit pencil icon to: Edit.
- Select the Tab – Finance
- Select the Tab – Receivable
- Select the Tab – Tax receipts.
- All tax receipts will be listed.
- Select the edit pencil to: Edit.
- Select Print to create the receipt again
- Select the edit pencil to: Edit.
- All tax receipts will be listed.
- To Print – Select Your Printer in the destination field
- To Save – Select Save as PDF (be sure to correctly name the PDF file and save it under the correct folder on your computer)