Knowledgebase

After you have created an invoice for your customer, you may wish to email the invoice to them. To send the document by email, it must be saved in a PDF format.

Note: Under the Invoice Options, the "Pause on Preview" must be set to "Yes" in order to see the option to create a PDF. It is also recommended that you set the "Show Print Dialog box" to "Yes" in order to cancel the print job.
 

1. Click on the Printer icon at the top of the Invoice screen.
You need to click on the Printer icon because you want to send the customer a copy that looks like the printed invoice, not a copy of your screen. The printed invoice also has your logo and/or business information at the top. If you use the Print option in the menu bar it will create a document of your screen shot.

2. The preview of the invoice will appear with a grey area above it showing the icons for: Save as PDF, Print, and Page Setup. Click on Save as PDF.
If the status area with the icons does not appear at the top of the screen, you can also click on the Print or Save as PDF menu shown at the top of the screen and select PDF...  
The Save Records as PDF dialog box will appear.

3. Enter the name of the document.
A good choice is usually to call it Invoice along with the invoice number. Eg. Invoice395.pdf. Also, identify where the document will be saved. Eg. Desktop

4. If you know the customer's email address, you can check the box to automatically Create email with file as attachment. This will launch your email program, create a new message, and attach the PDF.

5. Click Save.

6. Launch your email program if you did not check to box to automatically create the email message.

7. In your email program, create a New Message.

8. Use the Attach button (which usually looks like a paperclip) to locate the PDF file of the invoice.

9. Fill out the email as usual and send.
The PDF file on your desktop can be deleted after the email has been sent.

This procedure may be used to attach any PDF to an email.

A full copy of these instructions including diagrams and screen shots may be viewed as a PDF below.