Task 5: Complete the sale

There are several ways to complete the transaction.

tip : Save the sale as a recurring sale

Click Save as Recurring. In the Edit Recurring Schedule window, enter the necessary information and click Save. For more information, see Recurring transactions.

■	If you want to record the sale without printing it, click Record (for a sales quote, click Save Quote).

■	If you want to record the sale and create a purchase order, click Create PO. The quote or order is recorded and the Purchases window appears. For more information, see To create a purchase order from a sale.

■	If you want to record the sale, and print, send, or save it as a PDF, complete the relevant procedure below.

To…	Do this…
Print	Click Print and choose: • Pre-printed Invoice to use the default sales form. • Select Another Form to choose a different sales form.
Print preview	Click Print and choose Preview to preview the sales form for this transaction. Note that the transaction will be recorded before the form is displayed.
Email	Click Send To and choose Email. Review and make entries in the Email window and click Send. The email, which will include a PDF (Portable Document Format) attachment, will be sent to the Outbox of your default email software. Send the email from your email software.
Fax	Click Send To and choose Fax. A window from your fax software appears. Send the fax as you normally do.
Save as PDF	Click Send To and choose Disk. In the window that appears, enter a name and location for the PDF file and click Save.

Related Topics

■	Entering sales

■	Sending forms

■	Customizing forms