Sending forms when you record a transaction

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Sending forms when you record a transaction

You can print, email, or fax forms as you enter transactions in the Sales and Purchases window.

note : [Mac only] You cannot fax forms directly from AccountEdge

When you attempt to fax a form, a message will appear stating, "Faxing of reports and forms from AccountEdge is not available on Mac OS X.” The message will include instructions based upon your version of Mac OS X.

Depending upon which version of Mac OS X you are using, you can either fax by using Mac OS X's built in faxing that you can access from the print dialog or by using FAXstf X which is included with some versions of Mac OS X.

If you have FAXstf X installed, you can fax documents by printing to your Apple Internal Modem. For more on faxing, see the FAXstf X User's Guide.

You can print payment notifications and checks when you record transactions in the Spend Money, Pay Bills, or Settle Returns & Credits window.

tip : Automatically print, email, fax, or save forms

You can set up your preferences so that you can automatically print, email, fax, or save sales and purchases when you record them. To do this, select the required option in the Sales or the Purchases tab of the Preferences window.

▪	Sending forms in a batch

▪	Customizing forms

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