Task 5: Complete the purchase

After you have finished making entries in the Purchases window, there are several ways to complete the purchase.

tip : Save the purchase as a recurring purchase.

You can save the purchase as a recurring transaction so that you can use it again in the future. 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 purchase without printing or sending it, click Record.

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If you want to record the purchase and print, send or save it as a PDF, complete the relevant procedure below.

To…

Do this...

Click Print and choose:

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Pre-printed P.O. to use the default form.

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Select Another Form to choose a different purchases form.

Note that you cannot print purchases with the miscellaneous layout.

Print preview

Click Print and choose Preview to preview the purchases form for this transaction.

Note that the transaction will be recorded before the form is displayed.

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 file from your email software as you normally do.

Save as PDF

Click Send To and choose Disk. In the window that appears, enter a file name and location for the PDF file and click Save.