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. If you choose To Be Emailed or To Be Printed and Emailed, invoices will be sent to the email address recorded on the Profile tab of the customer's card.
   
6. Click OK.

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

To print or email a sale when recording

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

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.

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. 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. Select the sales you want to print.

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

7. 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. (Optional) To email an invoice to multiple email addresses, enter the addresses in the Email Address field, sparated by semi-colons (;).

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

Learn more about sending emails from AccountRight

To reprint or re-email sales

If you've already printed or emailed a sale, here's how to do it again:

1. Go to the Sales command centre and click Print/Email Invoices.
2. Click the To Be Printed or To Be Emailed tab.
3. Select the Sales Type to show only Service, Item, Professional, Time Billing or Packing Slip.

4. Click Advanced Filters.

5. Deselect the option Unprinted or Unsent Sales Only.
6. Click OK. The sales you've previously printed or emailed will be listed again.

7. 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.

      If you want to change the invoice to indicate that it's being re-sent, for example, by adding a text box with the word 'Copy', you can customise an invoice on the spot. Just click Advanced Filters > Customise, select the form you want to customise and make your changes. For more information, see Add text and fields to forms.

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

8. 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. (Optional) To email an invoice to multiple email addresses, enter the addresses in the Email Address field, sparated by semi-colons (;).

   4. 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:

1. Go to the Sales command centre and click Print/Email Invoices.
2. Click Advanced Filters.
3. Choose the Sales Type. (this is the layout used for the sale: Service, Item, Professional, Time Billing)
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 sale type.

How do I remove a sale from the print or email queue?

If it's just one or two sales you need to remove, open the sale and change the Delivery Status to Already Printed or Sent.

If there are lots of sales to be removed, see Removing transactions from the print or email queue.