The invoices, statements, and reports that RB generates cannot be edited in RB (unlike RB9 letters generated from form templates). You can export them to various formats or print them.
When RB generates an invoice, statement, or report, it displays in a WYSIWYG format with tools in the window header.
To:
Click 
.
Click 
.
Type over the number in the page field, 
, with the number of the page you want. Then press Enter or Return.
Click 
.
Click 
.
Click 
and select an export file type:
File format that preserves a file’s text formatting and images
[Comma-Separated Values] text file format that uses commas to separate field entries
Binary file format [BIFF8] to use in Excel.
[RTF] document file format that retains some of a file’s text formatting
[Tagged Image File Format] file format for storing images
[MHTML (short for MIME HTML, which is short for Multi-Purpose-Internet-Mail-Extensions Hypertext-Markup-Language)] cross-platform file format for web pages that saves linked files too, such images.
Click 
. See Printing PDFs from RB.
Click 
.
Click 
.
Click 
.
Click 
. In the popup window that appears, enter text to search for in Find, then press the Enter or Return key. Any instances of the text that are found will appear listed under Result # of # and highlighted in the report. Jump to a particular instance in the report by clicking it in the list. If you search for different text in the same report, you can click 
next to the Find field and select a previous search string to search again.
You cannot edit these documents. If an invoice, statement, or report is incorrect, you must generate it again.
Some search criteria you use to generate a report in RB appear at the bottom of each page of the report above the timestamp so you can know at a glance how the report was created. For example, if you have entered dates in search criteria, the date type and date range will appear.
Search criteria that are not displayed:
If you select two or more items in a dropdown, the report will display that as "(multiple values selected)." Search criteria information appears on reports only, not invoices and statements.
Form letters in RB9 can be customized in Form Templates. You can also edit individual letters on the fly before sending. RB reports, including invoices and statements, are not editable.