Print a Customer Receipt from Patheon Portal

Use these steps to generate an HTML version of a customer's receipt for a completed transaction from Patheon Portal. The receipt can then be printed, or printed as a PDF (and then saved and sent via a standalone third-party email service).

1. Log In to Patheon Portal. 
2. Select configuration. 
3. Select Customers. The customers panel opens.
4. Select the Customer Name for the customer for which you want to generate a receipt. The customer details panel opens. 
5. Navigate to the transactions section.

1. Select View receipt  (next to the Edit function) for the transaction. A new web browser tab opens with an HTML version of the receipt.

1. Print a paper copy of the receipt to provide to the customer, or print it to a PDF and then save the file, so it can be attached to an email and sent to the customer.