Reports and forms

To save a sale or purchase as a PDF

  1. Follow the instructions below for the specific form you plan to save as a PDF and then continue to step 2. (Emailing reports and forms)


    A new sale or purchase: Enter a sale or purchase as you normally do. (To sell items to a customer and To buy items from a vendor.) When you've finished making entries, click the Send To button and choose Disk.
    A message explains that the transaction will be recorded before it's saved to disk. Click OK.
    A previously recorded sale or purchase: Display the sale or purchase you want to save as a PDF in the Sales or Purchases window. [To view sales (Sales Register) and To view purchases (Purchases Register)]
    Click the Send To button and choose Disk.
  1. A dialog window opens.


  2. In the window, enter a name and location for the new PDF. Be sure to remember the name and location of the file, since you'll need to know it later. Click Save.


    When you're ready, use your email software to attach this file to an email message.

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