Advanced Filters window—Print/Email Payment Notifications

The Advanced Filters window - Print/Email Payment Notifications view enables you to set criteria for displaying payment notifications in the Print/Email Payment Notifications window. You can also select and customise the payment notification forms you use from the Advanced Filters window.

Field Descriptions

Payment Type

Select a payment type: Pay Bills, Spend Money or Credit Refunds. Payment Notifications for the payment type you select will be displayed.

All suppliers/Customers/Cards—Selected

Specify whether you want to print or email payment notifications for all suppliers/customers or for a selected supplier/customer.

■	Select All suppliers, All Customers or All Cards if you want to print or email payment notifications for all suppliers/customers who you have payment transactions for.

■	Select Selected if you want to print or email a payment notification for a specific supplier/customer.

Unprinted or Unsent Payment Notifications Only

Select this option if you want to print or email only the payment notifications you haven't printed or sent yet.

Payments Dated From/To

Select this option and enter a date range if you want to print or email forms for a specific period.

Cheque Numbers Between [x] and [x]

Select this option and enter a range of cheque numbers if you want to print or email payment notifications for a specific set of payments.

Identifiers

Enter as many as 10 identifiers to restrict the list of payments. All cards that are assigned the identifiers you enter (that also match the other search criteria you've entered) will be included in the list of payments.

This field appears only if you selected Pay suppliers or Customer Refund in the Payment Method field.

Custom Lists # 1, # 2 and # 3

Enter a custom list entry to restrict the list of payments. All cards that are assigned the custom list entry (that also match the other search criteria you've entered) will be included in the list of payments.

The Custom List fields appear only if you selected Pay suppliers or Customer Refund in the Payment Method field.

Selected Form for Payment Notifications

Select the form layout you use to print or email payment notifications. You can choose one of the following standard form layouts or any of the custom forms you may have saved.

Print Alignment Form

Click to print a sample payment notification that enables you to determine whether the payment notification forms loaded in your printer are positioned correctly for printing.

Customise

Click to open the Customise window for the payment notification, where you can customise the layout of your payment notifications.

Cancel

Click to close this window without saving your changes.

OK

Click to save your changes and close the window. The Review Payment Notifications Before Delivery window will appear.

Tips for this window

Related Topics

■	Advanced filters

■	Sending forms

■	Paying bills