Print a Single Form from a Task or Maintenance Window
You can print forms directly from the following windows:
- Quotes
- Sales Orders
- Proposals
- Sales/Invoicing
- Credit Memos
- Receive Money (Receipts)
- Select for Deposit
- Select for Purchase Orders
- Purchase Orders
- Payments
- Select for Payment
- Write Checks
- Payroll Entry and Select Employees to Pay
- Change Orders
Follow these steps:
- With the transaction you want to print (such as an invoice or payment) displayed in the window, select the Print button.
- If you have not entered a form number (for example, an invoice or check number) for the transaction, Sage 50 will use the next sequential form number based on the last form printed. You can change this number unless the form is a sales order, in which case you won't be able to change the number.
- If you have entered the form number in the task window, or if you are working with a preexisting form that already has a form number assigned to it, then Sage 50 will use this number; you will not be able to change it.
- If you are printing Quotes, Sales Orders, Proposals, Invoices, Credit Memos, Receipts, Purchase Orders, or Payments from a task window, you can change how items are identified on these form. From the Replace Item ID with field select either Item ID, UPC/SKU, or Part Number.
- To choose a form to print, select the Select Form button.
- To change printers or print properties, select the Printer Setup button.
- To redesign the form, select Form Design.
- To print a sample form using placeholder text instead of actual data, select Print Sample. This allows you to verify the alignment of the form before you print the actual form.
- To print an actual copy of the form, select Print.
The Print\Preview Forms window appears. It displays the number of the next form to print.
The Form Selector window appears, letting you choose from a list of available forms.
Note: Once you have printed a form for the first time, the Use this form field will display the name of the last form type printed—for example, Invoice Continuous.
The Forms Design window appears.
What do you want to do next?
- Print a batch of forms from a task window
- Print a batch of forms from the Select a Report or Form window
- Print a batch of forms from a navigation aid
- Print a report or financial statement
- Print a report group
- Display a report on the screen
- Display a financial statement on the screen
- Design a form
- Perform other report or form tasks
- Read the report selection overview