To save a sale or purchase as a PDF file that you can attach to an email

If you haven’t already read the Emailing Overview, see Saving a form or report as a PDF file that you can attach to an email for more information.

  1. Follow the instructions below for the specific form you plan to save as a PDF file 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 Disk.

A message appears, explaining 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 file 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 Disk.

  1. A dialog window opens.
  2. In the window, enter a name and choose a location for the file that will contain the PDF file. Be sure to remember the name and location of the file, since you’ll need to know it later on. Click Save.

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

To save an sale or purchase as a PDF file that you can attach to an email