Once you've designed and saved a form template, you can make it the default template to use when printing or emailing forms. You do this in the Advanced Filters window for the type of form that you're sending (such as remittance advice, purchase order or invoice). You can also assign a template to a card or override a template when printing or emailing an individual sale or purchase. The following example shows how to set a default template for item sales, but the same approach can be used to set the default form for anything that can be printed or emailed from AccountRight. You can set a default template for individual customers and suppliers (Not Basics). Go to the customer or supplier card and select the template in the Printed Form field of the Selling Details or Buying Details tab. Image RemovedImage Added UI Text Box |
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| This form template will only be used when emailing or printing direct from the Sales or Purchases window, not from the Print/Email Invoices or Print/Email Purchase Orders window. When printing or emailing a batch of forms, the default form specified in the Advanced Filters window will always be used, as shown earlier. |
You can also select a different form for an invoice or purchase order, from the transaction window. Click Send to > Email and then select the form to use in the Email Information window. Image RemovedImage Added If you're printing a form, click Print > Select Another Form... and then select the form you want to use. Image RemovedImage Added |