This lets you print, preview, or email a desired form. The window will have different fields and options depending on which you choose to do.
The following fields and options are available for print, preview, or email.
This group box contains the following fields:
This displays the number of the first form to print.
Note: If the transaction already has a reference number assigned, the form will print with the word “Duplicate” included. In the case of duplicate checks, “Void” will print in the signature area.
Once you have printed a form for the first time, this field displays the name of the last form type printed—for, example A/R Invoice - Plain Paper. If you want to use a different form, select the Select Form button, and select a new form.
Select this checkbox if you want all line items for each to be summarized as a single line item on the invoice.
Warning! Selecting this option will cause retainage withheld to be included on the summarized line item so that it does not display individually for the customer. If you are printing from the Sales Invoicing window, this function will work only if you are billing for a proposal or editing an invoice created during Select for Progress Billing.
If you want to redesign the chosen form, select this button. The Forms Design window appears.
The following fields and options are available only when you are printing or previewing a form:
Enter the number of copies of the form you want to print.
This displays the cash account from which to draw the payment represented by the form.
Note: This field is visible only when printing from the Payment Manager.
The read-only fields in this group box list information about the currently chosen printer. To choose a new printer or set print properties for the current printer, select the Printer Setup button.
When settings are as desired, select Print to print an actual copy of the form.
When settings are as desired, select Print Preview to see onscreen how the form will look when printed from the currently chosen printer.
Select this to print a sample version of the form. The sample version will contain placeholder text that allows you to verify the alignment of the form before printing it with the actual data.
Emailing has the majority of the same fields and options as Print or Preview; however, there are two differences: Send and Include Pay Now option in the email.
If you have a Sage Payment Solutions account and want to give your customers a way to pay online, select Include Pay Now option in the email. When settings are as desired, click Send to email a copy of the form.