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Purchases—select either To be Emailed, To be Printed or To be Printed and Emailed from the Purchase Del. Status field in the Purchases window.
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Remittance Advices—select either To be Emailed, To be Printed or To be Printed and Emailed from the Remittance Advice Delivery Status field in the Spend Money, Settle Returns & Credits or Pay Suppliers windows.
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1
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Click on the command centre function for the forms you want to print. For example, if you want to print a sales invoice, go to the Sales command centre and click Print/Email Invoices. The Review Sales Before Delivery window appears.
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2
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Make a selection in the [...] Type field. For example, if you want to print item invoices, select Item.
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3
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Click in the select column (
 ) next to a transaction you want to be printed. If you want to print all the transactions, click the icon in the heading of the select column. |
) next to the transaction.|
5
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Enter the number of copies you want to print in the Print [...] Copies field. If you also want to print packing slips or mailing labels, enter the number of copies in the Packing Slips and Labels fields.
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6
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If you want to filter the transaction information or change the type of stationery the forms will be printed on, click Advanced Filters. Click Print.
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1
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Click on the command centre function for the forms you want to print. For example, if you want to email a remittance advice, go to the Purchases command centre and click Print/Email Remittance Advices. The Review [...] Before Delivery window appears.
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2
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Click the To Be Emailed tab.
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3
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Make a selection in the [...] Type field. For example, if you want to email a remittance advice to a supplier, select Pay Suppliers.
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4
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Click in the select column (
 ) next to the transaction you want to be emailed. If you want to email all the forms, click the icon in the heading of the select column. |
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5
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If you want to view the transaction details, click the zoom arrow (
 ) next to the transaction. |
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6
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If you want to change a recipient’s email address, highlight their name and click the down arrow next to the Email Address field and select another address from the card. Alternatively, enter the address in the Email Address field.
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7
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Enter a subject title and message or accept the default title and message. If you want to change the default title and message, click Email Defaults.
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8
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If you want to use the customers default printed form that is selected in the customers card, click Use Customer’s Default Printed Form. If you do not have a default printed form selected in the customers card, the form selected in the Advanced Filters will be used.
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9
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If you want to change the type of information you are going to email or the type of stationery it will appear on, click Advanced Filters. For more information, see ‘Advanced filters’ below.
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10
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Click Send Email.
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