Printing

General

Field	Description
Save Toner When Printing	Check the Save Toner When Printing box to choose a form style that saves ink or toner.

Transactions

Field	Description
Customers Default to Print Transactions	Check the Customers Default to Transactions box as appropriate on the Print subtab. Default to deliver customer transactions by printing, by email, by fax, or by a combination of the three. The delivery preferences you define will default on all new customer records you create. Later, you can change the settings on individual customer records as needed by checking or clearing the appropriate boxes.
Vendors Default to Print Transactions	Check the Vendors Default to Transactions box as appropriate 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 default on all new vendor records you create. Later, you can change the settings on individual vendor records as needed by checking or clearing the appropriate boxes.
Print Return Form with Packing Slip	Check the Print Return Form with Packing Slip box to print a return form every time you print a packing slip.
Print Remittance Form With Invoices & Statements	Check the Print Remittance Form With Invoices & Statements box to include a remittance form on invoices and statements. The remittance form details payment information the customer needs to make a payment, including the invoice number and statement amount due, the name to make checks payable to and the address to mail the payment to.
Print Transaction Forms Landscape	Check the Print Transaction Forms Landscape box to print transaction forms in landscape format. Note: To use this preference, you must use a standard transaction PDF layout. Use either a standard transaction form with a standard transaction PDF layout or use a custom transaction form associated with a standard PDF layout.
Print Separate Voucher for Bill Payments	Remittance information for payments against many bills may not fit on a single check voucher. In such a case, you can print a separate voucher page that includes all of the remittance advice. Then, you can send this expanded voucher page to the vendor along 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 a separate page.
Print Accounts on Vouchers	Check the Print Accounts on Vouchers box to print the name of the account used on checks.
Print Discount and Shipping Lines in Columns	Check the Print Discount and Shipping Lines in Columns box to show discount and shipping items with descriptions as line-items in transaction columns. If you clear this box, the footer of the transaction shows only a shipping-item name and the total shipping and handling cost.
Print Business Number on Forms	Check the Print Business Number on Forms box if you want your Federal ID or EIN printed in the header of your transaction forms.
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 identified in the body of a transaction. Note: This does not apply to locations identified by line-items on transactions. The address and logo for each location is identified on the location record. This preference does not apply to printing statements.

Advanced PDF/HTML Printing

By default the preferred transaction PDF basic layout or transaction HTML basic layout is used to format printed item detail statements, item labels, and mailing labels. If the Advanced PDF/HTML Templates feature is enabled in your account, you can use an advanced template instead. For information about advanced printing, see Advanced PDF/HTML Templates. For information about transaction layouts, see Customizing Transaction Form PDF Layouts.

Field	Description
Use for Item Detail Statements	Check to use the preferred advanced template to format printed item detail statements.
Use for Item Labels	Check to use the preferred advanced template to format printed item labels.
Use for Mailing Labels	Check to use the preferred advanced template to format printed mailing labels.

Check Printing

Note:

These preferences do not affect the position of layout elements on the check form.

Field	Description
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 to an 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 a bottom stub. One check prints per sheet.
Font	In the Font field, select the type font to use when printing checks. Print checks at Transactions > Management > Print Checks and Forms.
Font Size	In the Font Size field, enter the font size to use when printing checks.

PDFs

Field	Description
Letter	In the Letter field, select the File Cabinet folder you want to store your letter templates in by default. This field appears only if you have enabled the Mail Merge feature.
PDF	In the PDF field, select the File Cabinet folder you want to store your PDF templates in by default. This field appears only if you have enabled the Mail Merge feature.

Messages

Field	Description
Sales Form Disclaimer	Enter a disclaimer to appear at the bottom of your sales forms. Some examples of sales forms include 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.

Related Topics

Setting Printing and Fax Preferences

Fax

General Notices