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Sending forms when you record a transaction

You can print, email, or save forms as you enter a transaction. If you've already recorded the transaction, see Sending forms in a batch.

Automatically print, email, or save to disk

Set up your preferences so that you can automatically print, email, or save sales and purchases to disk when you record them. Just select the required option in the Sales or Purchases tab of the Preferences window.

You can also set a customer's preferred invoice delivery method (print or email) in the Selling Details of their customer card.