Customer - Invoice Forms

The Customer Invoice Forms tab allows you to specify the invoice forms and quantities that will be printed when the invoice is printed for a specific customer.

Figure 1: Customer - Customer Invoice Forms Tab

Steps

  1. After accessing a specific customer record, go to the Customer Invoice Forms tab.

  2. Assign a custom form on the specific invoice sub-tab (A/R, Cash, Layaway, Work Orders, Estimates).  Say for example Estimates.

  3. After selecting the form, exit Customer Record.

    The next time you make a new estimate for the customer and you print the invoice, it would automatically print the form you selected under the form name column and generate the number of copies you specified.

Column

Description

Add/Delete

This column will show a blank display if no customer form is selected.
Otherwise, it will display .
Clicking the trash bin icon will prompt you to remove the customer form selection.

Form Name

In this column, you can specify the customer form.

See also: Form Designer - Invoice Designer for more information.

Copies

In this column, you can specify the number of copies to be printed.

Email/Fax

In this column, you can add the fax or email address to the customer invoice forms setup to automatically fax or email the invoice form to that customer.

Table 1: Customer Invoice Form grid contents