Print, PDF, and Email Troubleshooting Guide

Use this guide when a document does not print correctly, PDF output is missing, email is not sent, or the wrong print template is used.

Overview

QBM printing and delivery depends on the selected document, assigned template, printer, PDF settings, email settings, and user permissions. Troubleshooting is easier when users separate the problem into print preview, printer output, PDF output, or email delivery.

Printing Problems

SymptomWhat To Check
Nothing printsCheck printer power, Windows default printer, printer queue, and whether QBM print preview opens.
Wrong printerCheck the selected printer in the print dialog and any workstation-specific POS printer settings.
Wrong paper sizeCheck printer preferences, template page size, and receipt printer paper width.
Blank or cut receiptCheck receipt template, printer driver, paper width, and POS printer configuration.
Print button not availableCheck user permissions, document status, and whether the document must be saved first.

PDF Problems

  • Confirm the document opens correctly in Print Preview first.
  • Check that the user has permission to write to the selected folder.
  • Use a simple local folder for testing, such as Documents, before testing a network drive.
  • Check whether antivirus or controlled folder access blocks PDF creation.
  • If the PDF is created but looks wrong, review the template, page size, and margins.

Email Problems

IssueRecommended Action
Email does not sendCheck email server setup, sender address, password or app password, port, SSL/TLS, and internet connection.
Email goes to wrong addressCheck the customer, vendor, employee, or contact email field used by the document.
Attachment missingConfirm PDF creation works before sending the email.
Email rejectedAsk IT to check SMTP authentication, sender policy, mailbox limits, and provider security rules.

Template Problems

  • Confirm the correct template is assigned to the document type.
  • Check whether the template is active and allowed for the user or group.
  • Preview before printing after template changes.
  • Do not edit production templates directly without saving a backup copy.
  • For POS, confirm receipt template, printer, cash drawer, and workstation settings together.

What To Send Support

  • Document type and document number.
  • Whether preview, print, PDF, or email failed.
  • Printer name and workstation name.
  • Template name if known.
  • Exact error message or screenshot.
  • Whether the issue happens for one user, one workstation, or all users.