Transaction Printing Preferences

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.