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 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 ‘To create a purchase order from a sale’.
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If you want to record the sale, and print, send, or save it as a PDF, complete the relevant procedure below.
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Click Print and choose:
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Print preview
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Note that the transaction will be recorded before the form is displayed.
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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 Fax. A window from your fax software appears. Send the fax as you normally do. [Win]Click Send To and choose Print and select the print driver for your fax software. Send the fax, using your fax software as you normally do.[Mac]
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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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