Preview Forms Before Printing Them
To see what a form will look like when it prints, select the Preview button or the Print Preview menu selection in various task and design windows.
- You can preview forms from all of the task windows that have an associated form— Quotes, Sales Orders, Sales/Invoicing, Receive Money, Select for Purchase Orders, Purchase Orders, Select for Payment, Payments, Write Checks, Select Employees to Pay, and Select for Payroll Entry.
- You can preview forms from the Select a Report or Form window, using the Filter screen to establish which form(s) you want to preview.
- You can also preview forms from the Forms Design window, to see the layout of the form. Placeholder text or field names serve as placeholders where actual data will go.
Previewing Forms from Task Windows
- From a task window, with valid data displayed, click the Print drop-down button. Select the Preview button or the Print Preview menu option depending on which task screen you are using.
- In most cases, you need to select the type of form you want to print. (For example, for credit memos you can select a plain credit memo or a plain credit memo with no graphic.)
- In many cases, enter the starting form number (for example, check number or invoice number).
- In certain cases, you may need to specify the Last Check Date (the last date for which you want to print checks) or the cash account.
- View the form. You can magnify the form (zoom in) or print from this window. When multiple forms are present (Select for Payment, Select for Payroll Entry), you can view the next form or the previous form.
For more information, see Print Preview.
Previewing Forms from the Select a Report or Form window
- From the Reports & Forms menu, select Forms and then select the type of form you want to preview.
- In the Select a Report or Form window, highlight the form in the Forms list, and select the Preview and Print button.
- Select the Filter options for the form(s) you want to preview.
- Select the Print Preview button.
Previewing Forms from Forms Design
- With the form displayed in the Forms Design window, select the Print button and then select Preview.