To email a sale or purchase

If you haven’t already read the Emailing Overview, see Emailing a form or report for more information.

  1. Follow the instructions below for the specific form you plan to email and then continue to step 2.

A new sale or purchase

Enter a sale or purchase as you normally do. (If you need help doing this see Entering sales and Entering purchases.) When you’ve finished making entries, click the Send To button and choose E-mail.

A message appears, explaining that the transaction will be recorded before it’s emailed. Click OK.

A previously recorded sale or purchase

Display the sale or purchase you want to email in the Sales or Purchases window. (If you need help doing this, see To view sales in the Sales Register and To view purchases in the Purchases Register.)

Click the Send To button and choose E-mail.

  1. The E-mail window will appear. Review the entries, and then make entries or change the entries as you wish. (An email address must be entered in the E-mail Address field.)
  2. Click Send. The email has been sent to your default email program’s outbox. Send the file from your email program as you would normally.

To email a sale or purchase