To save a sale as a PDF file
Reports and forms > Emailing reports and forms > Saving a form or report as a PDF file to attach to an email > To save a sale as a PDF file
- Follow the instructions below for the specific form you plan to save as a PDF file and then continue to step 2.
A new sale: Enter a sale as you normally do. (If you need help doing this see Entering sales using the Sales window.) When you've finished making entries, click the Send To button and choose Disk.
A message appears, explaining that the transaction will be recorded before it's saved to disk. Click OK.
Click the Send To button and choose Disk.
- A dialog window opens.
- In the window, enter a name and choose a location for the file that will contain the PDF file. Be sure to remember the name and location of the file, since you'll need to know it later on. Click Save.
When you're ready, use your email software to attach this file to an email message.