To produce a sales invoice or delivery note for your customer, right-click an existing sale transaction and select Send Invoice or Send Delivery Note. You can print, email or save the PDF as required.
Alternatively, select the existing transaction and press the space bar, or click the Play icon in the thumbnail near the bottom-left corner of the screen. You can also drag and drop the thumbnail to an email compose window, the Finder or other item that accepts PDF documents.
A popup window appears containing a PDF view of the invoice, credit note, or receipt. From this screen you can:
In addition to the above, you can:
Since customer and business fields persist from one invoice to another, once these have been set up you may find it easier to drag and drop the invoice thumbnail image into Mail.
For details of how to carry out tasks in the Customers screen, please refer to: