To email a sale or purchase

Note: If you plan to email a sale or purchase, be sure that QuickTime 4 or a newer version is installed on your computer. QuickTime can be installed using your MYOB AccountEdge program CD.

1. Follow the instructions below for the specific form you plan to email and then continue to step 2.

A new sale or purchase

Enter a sale or purchase as you normally do. (If you need help doing this see To sell items to a customer and To buy items from a vendor.) When you've finished making entries, click the Send To button and choose E-mail.

A message appears, explaining that the transaction will be recorded before it's emailed. Click OK.

A previously recorded sale or purchase

Display the sale or purchase you want to email in the Sales or Purchases window. (If you need help doing this, see To view sales using the Sales Register and To view purchases in the Purchases Register.)

Click the Send To button and choose E-mail.

2. The name and email address of the customer or supplier will appear in the E-mail window. You can use the drop down menu to select another card, if you wish. Select the arrow in the E-mail Address field to view alternate email addresses for this customer or supplier.
3. Review the entries in this window and make entries or change the entries as you wish.
4. Click Send. The email has been sent to your default email application's outbox. Send the file from your email application as you would normally.