Task 5: Complete the sale

After you have finished entering the details in the Sales window, there are several ways to complete the transaction.

tip : Save the sale as a recurring 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 or sending 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 convert a quote to an order or a purchase.

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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.

To…

Do this...

Click Print and choose:

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Pre-printed Invoice to use the default sales form.

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Select Another Form to choose a different sales form.

Print preview

Click Print and choose Preview to preview the sales 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 email from your email software.

Save as PDF

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