Sale Type
Select a type of sale form to restrict the list of sale forms you want to print or email:
To Be Printed: Service, Item, Professional, Time Billing, Packing Slip (Service), Packing Slip (Item), Packing Slip (Professional), Labels (Service), Labels (Item), Labels (Professional) or Labels (Time Billing).
To Be Emailed: Service, Item, Professional, Time Billing
You can further restrict the list of sale forms by making entries in the other Fields.
Sales Status
Select a sales status - Open, Credit, Closed, All Invoices, Orders, Quotes, All Sales - to restrict the list of sales you want to print or email.
You can further restrict the list of sales by making entries in the other Fields.
All Customers
Choose this selection if you want to print or email sales for all customers in the Card File.
Selected
Choose this selection if you want to print or email a sale for a specific customer.
Unprinted or Unsent Sales Only
Mark this selection if you want to select only the sales you haven't yet printed or emailed.
Also, if you've selected Already Printed or Sent in the Invoice Delivery Status field found in the Sales window for any sales when you created them, those sales won't be printed or emailed.
Sales Dated From/to
Mark this selection and enter a range of dates if you wish to print or email forms for a specific time period. Select the space bar if you'd like to enter a date using AccountEdge's Calendar window.
Invoice Numbers Between/and
Mark this selection and enter a range of invoice numbers if you wish to print or email a specific set of sales.
Selected Form for Sale/Packing Slip/Label
Select the form layout you use to print sales (or email sales), packing slips or shipping labels, depending upon your selection in the Invoice Type field. You can choose one of the following standard form layouts or any of the custom form layouts you may have created for your documents using the Customize window for the type of document you've selected.
Print Alignment Forms
Click this button to print a sample sale, packing slip or page of shipping labels that allows you to determine whether the documents loaded in your printer are positioned correctly for printing.
Before you begin printing, remember to load the blank documents in the appropriate printer. When you click this button, the Print dialog box for your computer will appear; click OK to print the alignment documents. If the position of the documents is incorrect, adjust the documents and print another alignment document. You can print as many alignment documents as you like.
Customize button
Click this button to display the Customize window for the document you selected in the Invoice Type field, where you can adjust the location of various parts of your documents.
Cancel button
Click this button to close this window without saving any changes you made.
OK button
Click this button to accept the entries you've made in this window. The Review Sales Before Delivery will appear, where you can review information about each document you selected, as well as choose specific documents to print.