Finding forms

Forms can be accessed from the command centre of the associated transaction. For example, purchase order forms are accessible through the Purchases command centre.

To find forms

1	Go to the appropriate command centre for the type of form you want to find. For example, Sales command centre for invoice forms.

2	Find the type of form you want and click the relevant command centre function—see the following tables.

■	Banking command centre

 

Type of form	Command centre function
Cheques	Print Cheques
Receipts	Print Receipts
Payment Notifications	Print/Email Payment Notifications

■	Sales command centre

 

Type of form	Command centre function
Invoices	Print/Email Invoices
Packing slips	Print/Email Invoices
Labels	Print/Email Invoices
Statements	Print/Email Statements
Receipts	Print Receipts

■	Purchases command centre

 

Type of form	Command centre function
Purchases (item, service and professional)	Print/Email Purchase Orders
Cheques (payable)	Print Cheques
Payment Notifications	Print/Email Payment Notifications

■	Payroll command centre

 

Type of form	Command centre function
Paycheques	Print Paycheques
Pay stubs	Print/Email Pay Stubs
W-2s and W-3s	Prepare Payroll Tax Forms

■	Card File command centre

 

Type of form	Command centre function
Mailing labels	Print Mailing Labels
Personalized letters	Create Personalized Letters

Related topics

■	Sending forms

■	Customizing forms