Sending forms in a batch

Instead of printing each form in the transaction window when you record it, you can select a delivery status option to print or email sales, purchases, and payment notifications later, in a batch.

To do this, select from the following options in these transaction windows.

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Purchases—select either To be Emailed, To be Printed, or To be Printed and Emailed from the Bill Delivery Status field in the Purchases window.

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Sales—select either To be Emailed, To be Printed, or To be Printed and Emailed from in the Invoice Delivery Status field in the Sales window.

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Payment notifications—select either To be Emailed, To be Printed, or To be Printed and Emailed from the Payment Notification Delivery Status field in the Spend Money, Settle Returns & Credits, or Pay Bills windows.

After you have completed a number of transactions, say, the day’s invoices, you can print or email a transaction batch.If you selected the To be Printed and Emailed delivery status, you need to complete both procedures.

To print forms

Click 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 [...] Before Delivery window appears.

Click the To Be Printed tab.

Select the transaction type in the [...] Type field. For example, if you want to print item invoices, select Item.

Click in the select column next to each transaction you want to print. If you want to print all the transactions, click the icon in the heading of the select column ().

If you want to view the transaction details, click the zoom arrow (

) next to the transaction.

Type the number of copies you want to print in the Print [...] Copies field.

If you are printing sales invoices and you also want to print packing slips or mailing labels, type the number of copies in the Packing Slips per Sale and Labels per Sale fields.

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.

To email forms

Click the command centre function for the forms you want to email. For example, if you want to email payment notifications to your vendors, go to the Purchases command centre and click Print/Email Payment Notifications.

Click the To Be Emailed tab.

Make a selection in the [...] Type field. For example, if you want to email an item sale to a customer, select Item.

Click in the select column () next to the transaction you want to email. If you want to email all the transactions, click the icon in the heading of the select column.

If you want to view the transaction details, click the zoom arrow (

) next to the transaction.

If you want to change a recipient’s email address, select their name and then type or select the address in the Email Information fields.

If you want to email in bulk to your card file go to the Card File command center and click Email. Select the cards you want to email. Click the envelope adjacent to the name balance column of the card(s) you want to email to edit the email message and subject.

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.

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. Click Send Email.