In the transaction window (for example, the Sales window), click Send To. A list of sending options appears.
Choose a sending option:
Email—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.
Compatible email applications
To email using AccountRight, Microsoft Outlook must be installed on your computer.
Disk—Save the form to your computer or removable media as a PDF. Note that the transaction will be recorded before the form is sent.
Automatically print, email, or save
You can set up your preferences so that you can automatically print, email, or save sales and purchases when you record them. To do this, select the required option in the Sales or the Purchases tab of the Preferences window.