Advanced Filters window—Print/Email Invoices

This Advanced Filters window enables you to filter your list of sales using additional criteria. You can also you choose the template you want to use for your sales and customize it.

Field Descriptions

Sale Type

Select the type of sale form you want to print or email.

Sales Status

If you want to print or email forms that have a specific sales status (Open, Credit, Closed, All Invoices, Orders, or Quotes), select the appropriate option from the list. If you want to print or email forms for any type of sale, select All Sales.

Select Customers

■	All Customers. If you want to print or email sales for several customers, select this option.

■	Selected. If you want to print or email a sale for a specific customer, select this option and then select the customer from the list.

Unprinted or Unsent Sales Only

If you only want to print or email invoices that have not been printed or emailed yet, select this option.

Sales Dated From/to

If you want to print or email invoices that are dated within a specific date range, enter the dates in these fields.

Invoice Numbers Between/and

If you want to print invoices that are numbered within a specific number range, enter the range in these fields.

Selected Form for Sale/Packing Slip/Label

Select the form template you want to use for the sales, packing slips or shipping labels (depending upon your selection in the Sale Type field). You can choose one of the following standard form layouts or customize them to suit your requirements:

■	Pre-Printed Invoice: Select this template if you want to print sales on paper that already has lines preprinted on it. When you print the sale, only the sale information will be printed. This option is not suitable if you will be emailing the invoices.

■	AccountEdge's Plain Paper Invoice: Select this template if you want to print sales on paper that does not have lines printed on it. When you print the sale, the lines will be printed along with the sale information.

■	AccountEdge's Plain Paper Packing Slip: Select this template if you want to print packing slips on paper that does not have lines printed on it. When you print the packing slips, lines will be printed with the sale information.

■	Pre-Printed Packing Slip: Select this template if you want to print packing slips on paper that has lines preprinted on it. When you print the packing slips, only the sale information will be printed.

■	2.875” by 1” Labels: Select this template if you want to print labels of this size.

■	2.75” by 4.25” Labels: Select this template if you want to print labels of this size.

Print Alignment Form

If you want to check the positioning and layout of your forms, click Print Alignment Form to print a page of sample data.

Customize

If you want to edit the form template showing in the Selected Form for Sale/Packing Slip/Label field, click Customize.

Cancel

If you don’t want to apply the filters selected in this window, click Cancel.

OK

If you want to apply the filters selected in this window, click OK.

Tips for this window

Related Topics

■	Sending forms

■	Customizing forms

■	Entering sales