Print or email sales

https://help.myob.com/wiki/x/MghNAQ

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You can print sales (invoices, sales orders and quotes) when recording the transaction. Or, you can print or email sales later, in a batch.

Sales are generated using the form you choose at the time of emailing or printing, and you can personalise this form to suit your business needs.

You can also set a customer's preferred method for receiving their invoices, or set this when recording the sale.

Automatic printing

There's a few preferences you can turn on to automatically print sales, packing slips or mailing labels.

You'll find these preferences via Setup menu > Preferences > Sales tab.

To set a customer's delivery preference

Go to the Card File command centre and click Cards List.
Click the Customer tab.
Click the zoom arrow to open the customer's card.
Click the Selling Details tab.
Select the Invoice Delivery.
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).
Click OK.

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

Sale with the invoice delivery status highlighted

To print or email a sale when recording

When recording an invoice, quote or order choose if you want to print or email.

Sale window with print and send to highlighted

To	Do this
Print	Click Print. Choose the form you want to use. Print the sale.
Email	Click Send To and choose Email. Check the details of the email and update if required. Click Send. The sale will be emailed as a PDF attachment.

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

To print or email sales in a batch

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

Go to the Sales command centre and click Print/Email Invoices.
Click the To Be Printed or To Be Emailed tab, depending on how you want to send the sale.
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.
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.
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.
If you're printing sales:
1. Type the number of copies you want to print in the Print field.
2. Select the sales you want to print.
3. Click Print. The sales will be sent to your printer.
If you're emailing sales:
1. Select the sales you want to email.
2. If you want to change the recipient email address, subject or message, click to highlight the sale and update the details at the top of the window. Learn how to change the email defaults.
3. Click Send Email. The invoices will be emailed as PDF attachments.

To set the default sales form

AccountRight has default sale forms you can use, and you can customise these forms to suit your business needs.

If you want to change the default form that's used for a sale type, here's how:

Go to the Sales command centre and click Print/Email Invoices.
Click Advanced Filters.
Choose the Sales Type. (this is the layout used for the sale: Service, Item, Professional, Time Billing)
Choose your customised form as the Selected Form for Sale.
Click OK.

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

Automatically print packing slips

You can automatically print a packing slip at the same time you print an invoice or order by selecting this preference (Setup menu > Preferences > Sales tab).

Packing slip printing preference highlighted