■
|
Sales—select either To be Emailed, To be Printed or To be Printed and Emailed in the Invoice Delivery Status field in the Sales window.
|
■
|
Purchases—select either To be Emailed, To be Printed or To be Printed and Emailed in the Bill Delivery Status field in the Purchases window.
|
■
|
Remittance advices—select either To be Emailed, To be Printed or To be Printed and Emailed in the Remittance Advice Delivery Status field in the Spend Money, Settle Returns & Credits or Pay Bills windows.
|
If you selected the To be Printed and Emailed delivery status, you need to complete both procedures.
1
|
Click the command centre function for the forms you want to print. For example, if you want to print a a sales invoice, go to the Sales command centre and click Print/Email Invoices.
|
2
|
Click the To Be Printed tab.
|
3
|
Make a selection in the [...] Type field. For example, if you want to print item invoices, select Item.
|
6
|
Type the number of copies you want to print in the Print [...] Copies field. If you also want to print packing slips or mailing labels, type the number of copies in the Packing Slips and Labels fields.
|
7
|
If you want to filter the transaction information or change the type of stationery the forms will be printed on, click Advanced Filters. For more information, see ‘Advanced filters’.
|
8
|
Click Print.
|
1
|
Click the command centre function for the forms you want to print. For example, if you want to email a remittance advice, go to the Purchases command centre and click Print/Email Remittance Advices.
|
2
|
Click the To Be Emailed tab.
|
3
|
Make a selection in the [...] Type field. For example, if you want to email a remittance advice to a supplier, select Pay Bills.
|
6
|
If you want to change a recipient’s email address, select their name and click the down arrow next to the Email Address field and select another address from the card. Alternatively, type the address in the Email Address field.
|
7
|
8
|
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.
|
9
|
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. For more information, see ‘Advanced filters’.
|
10
|
Click Send Email.
|