Printing/PDF/Email Advanced Troubleshooting Guide

Troubleshoot print preview, physical printing, PDF generation, email delivery, templates, drivers, and output permissions.

Guide Summary

AudienceEnd users, support staff, implementation team, AI agents, and developers.
Applies ToQBM reports, invoices, receipts, statements, print templates, PDF output, email output, POS receipts.
PurposeIdentify whether an output issue comes from QBM, the template, Windows printer, PDF output, email settings, or permissions.
Last Updated2026-05-18

Normal Flow

QBM screen or report
-> Print template and report data
-> Preview, printer, PDF file, or email attachment
-> Windows printer driver, file system, or mail server

Expected result: Preview opens, printer output matches the template, PDF saves to an accessible folder, and email sends with the correct attachment.

Step-By-Step Checks

  1. Identify the screen, document type, report, and template.
  2. Test print preview.
  3. Test PDF output to a simple local folder.
  4. Run Windows test print on the same printer.
  5. Try a different printer or default template.
  6. Check output folder permissions and file name length.
  7. For email, check SMTP or mail settings and attachment size.
  8. Compare one workstation with another if only one workstation fails.

Common Problems

SymptomLikely CauseFirst Check
Print preview not openingTemplate, report data, preview component, workstation issue.Try another template and workstation.
Physical printer failsDriver, offline printer, Windows queue, paper size.Run Windows test print.
PDF not generatingFolder permission, long path, locked file, template issue.Save to local desktop or approved simple folder.
Email sending failedSMTP settings, authentication, mail server policy, attachment issue.Test email settings and attachment path.
Layout wrongTemplate, paper size, margins, printer scaling.Check template and printer paper settings.

Troubleshooting Decision Tree

  1. Does preview work? If no, check report data and template first.
  2. Does PDF work? If no, check output folder, permissions, and template.
  3. Does Windows test print work? If no, fix printer driver or Windows queue first.
  4. Does another QBM template work? If yes, repair the affected template.
  5. Does another workstation work? If yes, check local printer, permissions, and installed components.
  6. If email fails after PDF works, check SMTP, authentication, attachment size, and mail policy.

What To Send To Support

  • Screen name, document type, report name, and template name.
  • Printer name and Windows test print result.
  • Preview result, PDF result, email result.
  • Exact error and screenshot.
  • Whether one workstation or all workstations are affected.
  • Recent printer driver, Office, Windows, QBM, or template change.

Security Notes

  • Do not send confidential invoices, statements, or payroll documents unless masked or approved.
  • Do not send email passwords or app passwords in chat.
  • Use safe test documents where possible.