You can filter the amount of information and change the stationery you want to use when you print or email a form.
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Click Advanced Filters in the Review [...] Before Delivery window. The Advanced Filters window appears.
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Select the transaction type and specify if you want to sort by all cards or a selected card.
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If you want to filter the transactions to be included, select from the options in the middle section of the window. For example, enter a date range or reference number range.
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In the Selected Form for [...] field, select the stationery you want to use when you print or email your forms.
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Several stationery choices are available, depending on the type of form you are currently working with.
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Select the preprinted stationery to print on paper that already contains lines, columns, and headings. The preprinted stationery is designed to match most commonly used forms provided by third-party forms vendors.
Note that this type of stationery is not suitable for emailing forms.
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Select plain-paper stationery if you want to print on blank paper. Lines, columns, and headings are automatically printed with the form’s information.
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Select any customized stationery forms if you want to print or email a form you have already customized. See ‘Customizing forms’ for more information about customizing forms.
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If you want to test the alignment of the information that will be printed using sample data, click Print Alignment Form.
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When you have finished making your selections in the Advanced Filters window, click OK. The Review [...] Before Delivery window reappears, displaying records according to your filter criteria.
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