Sales

Choosing what to do with the sale

When you're finished making entries in the Sales window, there are a number of tasks you can perform with the transaction. Be sure to review all the following options before you choose what you want to do.

You can select Recap Transaction from the Edit menu to see how a sale will affect your financial records before you record it. Other options include printing and recording sales and creating a recurring transaction for the sale.

AccountEdge also allows you to easily choose the way you send your forms to your customers. By clicking the Print button you can print the form for your customer. By clicking the Send To button, you can email, fax or save forms to your hard drive.

You can print, email, fax or save-to-disk a sale and record it at the same time by clicking the Record button if you've set up your preferences properly. To do this, choose Preferences from the Setup menu to display the Preferences window, then click the Sales tab and mark the box labelled Automatically Print/Email/Fax Sales When They're Recorded.

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