Fax a Transaction Form

To fax a transaction form:

1. Go to the type of transaction you want to enter.

2. Check the To Be Faxed box, and enter or verify a fax number to fax the form.

   If you have not set up fax service, an warning message appears.

   An administrator must set up fax service at Setup > Company > Preferences > Printing & Fax.

3. When you have finished entering information for this transaction, you can choose from three ways to post the information to your NetSuite account:

   • Click Save to save the information, fax the transaction form and return to the Transactions page.

   • Click Save & New to save the information, fax the transaction form and return to a new transaction page of the same type.

   • Click Print to save the information, fax the transaction form and immediately print the transaction form.