Once you've designed and saved a form template, you can make it the default template to use when printing or emailing a batch of 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 a sale or purchase. If you're emailing a form, you can set a default subject and message. You can also override the subject line and message before you send. The following example shows how to set a default template for sales, you can set the default form for other form types in the same way. UI Expand |
---|
|