Reports and forms

To email a single sale or purchase

Note:  QuickTime 4 (or newer) must be installed on your computer

Mac OS X Users - IMPORTANT!

  1. Follow the instructions below for the specific form you plan to email and then continue to step 2. (Emailing reports and forms)


    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 Email.
    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 Email.
  1. The name and email address of the customer or vendor appear in the Email window. You can use the drop-down menu to select another card if you wish. Select the arrow in the Email Address field to view alternate email addresses for this customer or vendor.


  2. Review the entries in this window and make entries or change them, as you wish.


  3. Click Send. The email has been sent to your default email program's outbox. Send the file from your email program as you normally do.


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