When you choose to print or preview a form, the preview and print filter screen appears. You do not have to make any changes to this screen. You can select the Print/Email or Print Preview button to print, email, or preview the form based on the default filter settings. However, if you want to change the filter selections, you may do so using the different tabs on the filter screen.
The Print/Email tab lets you select the criteria you
want to use to print the form.
Refresh List: Select this button to refresh the selection grid. You must select this button after opening the filter screen or making any changes to the filter selections to see the correct information in the grid.
Selection Grid: This grid shows all of the credit memos that meet the filter selection criteria. Select the credit memos that you want to print from this grid. All of the credit memos are selected by default. You can manually select and deselect the credit memos in the grid. You can also use the All and None links above the grid to select all of the credit memos or to deselect all of the credit memos in the grid. You can change the sorting of the credit memos in the grid by clicking on the heading of the column that you want to use to sort the credit memos. The grid may contain links in the Amount or Number fields. If so, you can click on these links to open the actual credit memos.
Credit memos to print/email:
Unprinted Credit Memos: Select this option if you want to print credit memos that have not been printed yet.
through: This date selection only appears when you have selected to print unprinted credit memos. Unprinted credit memos with dates later than the date entered here will not print.
Number the first credit memo: Enter the credit memo number to start with when printing unprinted credit memos.
Printed Credit Memos: Select this option if you want to print credit memos that have been printed before. If you use this option,
you must specify if you want to select a range of credit memo numbers to print or print all credit memos that have been printed before.
Reprint: Select to print a range of credit memos or to print all credit memos that have been printed before. If you have selected to print a range of credit memos, you will need to enter the first and last credit memo number of the range that you want to reprint. If you only want to print one credit memo, select to print a range of credit memos and then enter that credit memo number as both the first and last credit memo numbers of the range.
Use this form: Select
the form you want to print.
Customize this form: Select this link if you want to customize the selected form. The form will open in the Forms
Design window.
Filter customers by: This
allows you to further specify the credit memos that you want to print.
Customer ID: If you want to print credit memos for a particular customer or range of customers, enter the customer IDs here. If you want to filter for one customer, enter that customer's ID in both ID boxes. Leave this filter selection blank if you do not want to filter by customer ID.
Type: If you want to print credit memos for a particular customer type or a range of customer types, select Range and then enter the customer types in the From and To boxes. If you want to filter for one type of customer, enter that type in both the From and To boxes. Customer types are specified for each customer on the Maintain Customers window. Select All if you do not want to filter by customer type.
Delivery Method: This filter option allows you to select credit memos to print based on the customer's form delivery method. You can choose print only, email only, or both print and email. Delivery methods are specified for each customer on the Sales Info tab of the Maintain Customers window.
Printing credit memos