Automatically print, email, or save

Set up your preferences so that you can automatically print, email, or save sales and purchases when you record them. Just select the required option in the Sales or Purchases tab of the Preferences window.

You can also set a customer's preferred invoice delivery method (print or email) in the Selling Details of their customer card.

1. In the transaction window (for example, the Sales window), click Print. A list of print options appears.
   

2. Choose a print option:

• Default form—If you've specified a default form in the customer or supplier card, this form appears as an option. Otherwise, the Pre-Printed […] option appears.
• Select Another Form—Click to choose a different form or a customised form from a list.
• Preview—Preview the form in a new window.

Note that the transaction will be recorded before the form is printed. 

1. In the transaction window (for example, the Sales window), click Send To. A list of sending options appears.
   
2. Choose Email to send the form as a PDF attachment by email. If you’re emailing a sale or purchase (Not Basics), you can send the email to multiple addresses and attach another file or document to the email.
    

Note that the transaction will be recorded before the form is sent.

1. In the transaction window (for example, the Sales window), click Send To. A list of sending options appears.
   
2. Choose Disk to save the form to your computer or removable media as a PDF.
   Note that the transaction will be recorded before the form is saved.
3. In the Save As window, choose where you want to save the PDF and change its name if you like.
4. Click Save.