To save a sale or purchase as a PDF file to attach to an email

If you haven't already read the Emailing Overview, see Saving a form or report as a PDF file to attach to an email for more information.
  1. Follow the instructions below for the specific form you plan to save as a PDF file and then continue to step 2.

  1. A dialogue window opens.
  2. 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.