© 2018 VisionaryWare, Inc. All Rights Reserved     |    Terms of Use & Privacy

Dec 11, 2018

Sending the PDF sales document to another app, to shared folder or to Dropbox

0 comments

Edited: Dec 12, 2018

 

 

  1. Open or create a new document

  2. Tap the Action button

  3. Select any of the following options:

  4. To open the PDF in another compatible app installed on your iPad, tap Open PDF In... and then select the app.

  5. To send the PDF to the iTunes shared folder select Send PDF to Shared Folder and use iTunes to transfer the file to your computer.

  6. To send the PDF to the default Dropbox documents folder select Send PDF to Dropbox. Set the default Dropbox documents folder in Settings > Configure Dropbox.

Commenting is off for this post.
New Posts
  • Each item that has been added to a sales document has a default description field, an empty notes field and a private notes field. The notes field can be used to enter custom notes that are specific to the item in the sales document without changing the default description. The default item's description and private notes can be entered in the Products section.
  • The Payment Terms specify the number of days you give your customer until a full payment must be received. To configure the payment terms: Go to Settings Tap Customize Terms , the Payment Terms editing box will appear Tap the Add New button In the Name box enter the name of the term, for example: Net 7 In the Days box enter the number of days that this payment term represents, for example: 7 (for 7 days) Tap Accept To specify the invoice payment term: Open or create the invoice Swipe left over the customer information area to reveal the additional fields Tap the Terms field and select the new payment term from the list of available terms.
  • Open or create the invoice, quote, estimate or work order Tap the Sign button Sign on the iPad screen using the finger or a capacitive stylus pen Tap Accept To clear the signature tap the Clear symbol located inside the signature panel.