Print a new Sale or Purchase
- Complete the details of the invoice and click the Save button - this will save the transaction and display the options such as Print/Save PDF and Email PDF.
- Click on the Print/Save PDF icon-link.
- A window will open and load a PDF version of the invoice designed and suited for printing. You can print the PDF document from within this window by clicking on the print icon. You can also save the PDF document to your hard drive by clicking the save icon in the window.
Print an old Sale or Purchase
- First go to the Sale or Purchase list to find the transaction you are after by clicking on the edit icon adjacent to Sale or Purchase in the main menu.
- Locate the transaction in the list and click on it or if there are too many use the filters at the top of the screen by selecting the Contact for whom you want to print a Sale or Purchase and then click the Show button to reload a fresh list for this particular contact.
- Click on the Edit icon to load the Sale or Purchase you want to print.
- Click on the Print/Save PDF icon-link.
- A window will open and load a PDF version designed for printing and emailing. You can print the PDF document from within this window by clicking on the print icon. You can also save the PDF document to your hard drive by clicking the save icon in the window.
FAQ’s
I have added an invoice but the options for printing and payment aren’t shown?
You must first save the invoice before the options will be displayed. When saved you will see options to apply payments, print and email your invoice.
