How to Close the Month-End Using Simply Accounting
Whenever you create a sales transaction in Simply Accounting, you usually just print the invoice or sales receipt and give it to the customer. However, if you need to email an invoice to a customer or need to create a digital copy for storage, you might want to create a PDF document. PDF documents are cross-platform compatible documents viewable on virtually all platforms and operating systems. Simply Accounting does not support native PDF creation; however, freeware applications allow you to save sales invoices as PDF documents with only a few mouse clicks.
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Instructions
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Download a free PDF creation application (see Resources). Save the setup file to a folder on your computer. Double-click the downloaded file to install the PDF program on your computer. Reboot your PC if prompted.
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Launch Simply Accounting on your computer.
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Click the "Invoice" tab on the main menu screen. Click the drop-down list next to the "Customer" label. Click and select the name of the customer for whom you want to create a new invoice.
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Click the "Product ID" or "Product Description" field in the first empty row of the "Product Details" sub-form. Select an item to add to the invoice and click the "Add" button. Add additional items to the invoice as needed.
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Click the "Print" tab on the "Invoice" screen. Click the drop-down box at the top of the "Print" dialogue box that contains a list of printers installed on your computer.
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Click and select "PDF Printer," "PDF Print Drive" or similar printer name in the drop-down list. Click the "Print" button.
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Wait for the PDF software to generate and display a PDF version on the invoice on the screen. Save the PDF file with a descriptive name. Click the "Print" button in the PDF application window to print a hard copy of the invoice on your computer printer.
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Attach the PDF document to an email and send to the customer or save the file to a local or external disk drive.
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