Printing
General
Field |
Description |
---|---|
Save Toner When Printing |
Check the Save Toner When Printing box to choose a form style that saves ink or toner. |
Transactions
Field |
Description |
---|---|
Customers Default to Print Transactions |
Check the Customers Default to Transactions box as appropriate on the Print subtab. Default to deliver customer transactions by printing, by email, by fax, or by a combination of the three. The delivery preferences you define will default on all new customer records you create. Later, you can change the settings on individual customer records as needed by checking or clearing the appropriate boxes. |
Vendors Default to Print Transactions |
Check the Vendors Default to Transactions box as appropriate on the Print subtab. Default to deliver vendor transactions by printing, by email, by fax, or by a combination of the three. The delivery preferences you define will default on all new vendor records you create. Later, you can change the settings on individual vendor records as needed by checking or clearing the appropriate boxes. |
Print Return Form with Packing Slip |
Check the Print Return Form with Packing Slip box to print a return form every time you print a packing slip. |
Print Remittance Form With Invoices & Statements |
Check the Print Remittance Form With Invoices & Statements box to include a remittance form on invoices and statements. The remittance form details payment information the customer needs to make a payment, including the invoice number and statement amount due, the name to make checks payable to and the address to mail the payment to. |
Print Transaction Forms Landscape |
Check the Print Transaction Forms Landscape box to print transaction forms in landscape format.
Note:
To use this preference, you must use a standard transaction PDF layout. Use either a standard transaction form with a standard transaction PDF layout or use a custom transaction form associated with a standard PDF layout. |
Print Separate Voucher for Bill Payments |
Remittance information for payments against many bills may not fit on a single check voucher. In such a case, you can print a separate voucher page that includes all of the remittance advice. Then, you can send this expanded voucher page to the vendor along with the check. When you print a separate voucher, no bills are listed on the voucher part of the check. The check voucher indicates that the remittance advice is on a separate page. |
Print Accounts on Vouchers |
Check the Print Accounts on Vouchers box to print the name of the account used on checks. |
Print Discount and Shipping Lines in Columns |
Check the Print Discount and Shipping Lines in Columns box to show discount and shipping items with descriptions as line-items in transaction columns. If you clear this box, the footer of the transaction shows only a shipping-item name and the total shipping and handling cost. |
Print Business Number on Forms |
Check the Print Business Number on Forms box if you want your Federal ID or EIN printed in the header of your transaction forms. |
Use Location Address on Forms |
Check the Use Location Address on Forms box if you want to print the address and logo of the location identified in the body of a transaction.
Note:
This does not apply to locations identified by line-items on transactions. The address and logo for each location is identified on the location record. This preference does not apply to printing statements. |
Advanced PDF/HTML Printing
By default the preferred transaction PDF basic layout or transaction HTML basic layout is used to format printed item detail statements, item labels, and mailing labels. If the Advanced PDF/HTML Templates feature is enabled in your account, you can use an advanced template instead. For information about advanced printing, see Advanced PDF/HTML Templates. For information about transaction layouts, see Customizing Transaction Form PDF Layouts.
Field |
Description |
---|---|
Use for Item Detail Statements |
Check to use the preferred advanced template to format printed item detail statements. |
Use for Item Labels |
Check to use the preferred advanced template to format printed item labels. |
Use for Mailing Labels |
Check to use the preferred advanced template to format printed mailing labels. |
Check Printing
These preferences do not affect the position of layout elements on the check form.
Field |
Description |
---|---|
Default Check Type |
In the Default Check Type field, select the type of checks you use:
One check prints per sheet. |
Font |
In the Font field, select the type font to use when printing checks. Print checks at Transactions > Management > Print Checks and Forms. |
Font Size |
In the Font Size field, enter the font size to use when printing checks. |
PDFs
Field |
Description |
---|---|
Letter |
In the Letter field, select the File Cabinet folder you want to store your letter templates in by default. This field appears only if you have enabled the Mail Merge feature. |
|
In the PDF field, select the File Cabinet folder you want to store your PDF templates in by default. This field appears only if you have enabled the Mail Merge feature. |
Messages
Field |
Description |
---|---|
Sales Form Disclaimer |
Enter a disclaimer to appear at the bottom of your sales forms. Some examples of sales forms include invoices, sales orders and credit memos. |
Purchase Form Disclaimer |
Enter a disclaimer to appear at the bottom of your purchase orders. |
Statement Disclaimer |
Enter a disclaimer to appear at the bottom of your customer statements. |
Payment Receipt Disclaimer |
Enter a disclaimer to appear at the bottom of payment receipts. |
Packing Slip Message |
Enter a message to appear at the bottom of your packing slips. |
Return Policy |
Enter your return policy to appear on return forms. |
Remittance Slip Message |
Enter a message to appear at the bottom of your remittance slips. |