Printing

Customers Default to Print Transactions

To print customer transactions by default, check the Customers Default to Transactions box on the Print subtab.

Because customers can have preferences for how to receive transactions, you can set preferred default transaction delivery methods on customer records. Default to deliver customer transactions by printing, by email, by fax, or by a combination of the three. The delivery preferences you define will be set for all new customer records. You can change the settings for each customer as needed by checking or clearing the appropriate boxes.

Vendors Default to Print Transactions

To print vendor transactions by default, check the Vendors Default to Transactions box 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 be set on all new vendor records. You can change the settings for each vendor record as needed by checking or clearing the appropriate boxes.

Print Return Form with Packing Slip

To print a return form whenever you print a packing slip, check the Print Return Form with Packing Slip box.

Print Remittance Form With Invoices & Statements

To include a remittance form on invoices and statements, check the Print Remittance Form With Invoices & Statements box.

The remittance form details payment information the customer needs, including the invoice number, amount due, who to make checks out to, and where to send the payment.

Print Transaction Forms Landscape

To print transaction forms in landscape format, check the Print Transaction Forms Landscape box.

Print Separate Voucher for Bill Payments

If you have a lot of bills, the remittance information may not fit on one check voucher. You can print a separate voucher page with all of the remittance advice and send to the vendor 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 another page.

Print Accounts on Vouchers

To print the name of the account used on checks, check the Print Accounts on Vouchers box.

Print Discount and Shipping Lines in Columns

To show discount and shipping items as line items in transaction columns, check the Print Discount and Shipping Lines in Columns box.

If you clear this box, the footer shows only the shipping item name and the total shipping and handling cost.

Print Business Number on Forms

If you want your Federal ID or EIN in the header of your transaction forms, check the Print Business Number on Forms box.

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 shown in the body of the transaction.

The address and logo for each location comes from the location record.

This preference doesn't affect printing statements.

Use for Item Detail Statements

Check this box to use the preferred advanced template to format printed item detail statements.

Use for Item Labels

Check this box to use the preferred advanced template to format printed item labels.

Use for Mailing Labels

Check this box to use the preferred advanced template to format printed mailing labels.

Default Check Type

In the Default Check Type field, select the type of checks you use:

• Select Standard for checks printed without a voucher, three checks per 8.5 by 11-inch sheet.

• Select Voucher for checks printed at the top of an 8.5 by 11-inch sheet, with voucher information printed on the bottom stub.

One check prints per sheet.

Font

In the Font field, select the type font you want to use for printing checks.

Print checks at Transactions > Management > Print Checks and Forms.

Font Size

In the Font Size field, enter the font size you want to use for printing checks.

Letter

In the Letter field, select the File Cabinet folder where you want to store your letter templates by default.

This field appears only if you've enabled the Mail Merge feature.

PDF

In the PDF field, select the File Cabinet folder where you want to store your PDF templates by default.

This field appears only if you've enabled the Mail Merge feature.

Sales Form Disclaimer

Enter a disclaimer to appear at the bottom of your sales forms, such as 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.