To set a customer's delivery preference

1. Go to the Card File command centre and click Cards List.
2. Click the Customer tab.
3. Click the zoom arrow to open the customer's card.
4. Click the Selling Details tab.
5. Select the Invoice Delivery.
6. If you choose To Be Emailed or To Be Printed and Emailed, the customer's email address will appear (if it has been recorded on the Profile tab of the customer's card).
   
7. Click OK.

The default delivery status is now set for the customer. This can be changed when recording the sale.

To print a sale when recording the transaction

When recording a sale, click Print to preview or print the sale.

 The transaction will be recorded before the sale is previewed or printed.

To print or email sales

Instead of printing each sale when you record it, you can print or email them later, in a batch.

1. Go to the Sales command centre and click Print/Email Invoices.
2. Click the To Be Printed or To Be Emailed tab, depending on how you want to send the sale.
3. (Optional) Select the Sales Type to show only Service, Item, Professional, Time Billing or Packing Slip. The sales waiting to be printed or emailed will be listed.
   

4. If you want to view the details of a transaction, click the zoom arrow ( ) next to it.

   Can't find a sale?

   It might have already been printed or emailed. Click Advanced Filters and deselect the option Unprinted or Unsent Sales Only.

5. If you want to change the form template to be used for the sales, or filter the list of sales, click Advanced Filters. For more information, see Advanced batch filters.

6. If you're printing sales:

   1. Type the number of copies you want to print in the Print field.

   2. Click Print. The sales will be sent to your printer.

7. If you're emailing sales:

   1. If you want to change a recipient’s email address, type the address in the Email Address field.

   2. Enter the email Subject and Message or accept the default subject and message. Learn how to change the default details.

   3. Click Send Email. The invoices will be emailed as PDF attachments.

To set the default invoice form

If you've customised a sale form and want to set it as the default for a sale type, here's how:

1. Go to the Sales command centre and click Print/Email Invoices.
2. Click Advanced Filters.
3. Choose the Sales Type.
4. Choose your customised form as the Selected Form for Sale.
   
5. Click OK.

The selected form wiill now be used when printing or emailing sales for that payment type.