Sending forms immediately

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Sending forms immediately

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

note : You cannot fax forms from AccountEdge if you use Mac OSX

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 & Fax window, or by using FAXstf X which is bundled 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 also print, preview or email remittance advices or cheques when you record transactions in the Spend Money, Pay Bills or Settle Returns & Credits window.Automatically print, email, fax or save sales and purchases

You can set up your preferences so that you can automatically print, email, fax or save sales and purchases when you record them.

1	Go to the Setup menu and choose Preferences. The Preferences window appears.

2	If you want to set up sales:

a	Click the Sales tab and select the Automatically […] Sales When They Are Recorded (Invoices, Orders and Quotes) option.

b	Choose Print, Email, Fax or Save to Disk from the list.

3	If you want to set up purchases:

a	Click the Purchases tab and select the Automatically […] Purchases, Orders and Quotes When They Are Recorded option.

b	Choose Print, Email, Fax or Save to Disk from the list.

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■	Sending forms in a batch

■	Customising forms

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