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.

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.

Launch Simply Accounting on your computer.

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.

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.

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.

Click and select “PDF Printer,” “PDF Print Drive” or similar printer name in the drop-down list. Click the “Print” button.

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.

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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