To email a sale or purchase
Reports and forms > Emailing reports and forms > Emailing a form or report >>
Note: QuickTime 4 (or newer) must be installed on your computer
- Follow the instructions 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. ( 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 explains 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. [To view sales (Sales Register) and To view purchases (Purchases Register)]
Click the Send To button and choose E-mail.
- The name and email address of the customer or vendor 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 vendor.
- Review the entries in this window and make entries or change them, as you wish.
- Click Send. The email has been sent to your default email application's outbox. Send the file from your email application as you normally do.