Task 5: Complete the sale
Click Save as Recurring. In the Edit Recurring Schedule window, enter the necessary information and click Save. For more information, see ‘Recurring transactions’.
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If you want to record the sale without printing or sending it, click Record (for a sales quote, click Save Quote).
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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 ‘Creating a purchase order from a sale’.
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Click Print and choose:
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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.
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Click Send To and choose Disk. In the window that appears, enter a name and location for the PDF file and click Save.
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