Form Options for Print, Print Preview, or Email
These options pertain to printing, previewing, or emailing a form. The window will have different fields and options depending on which you choose to do.
Common Fields and Options
The following fields and options are available for print, preview, or email.
Form
This group box contains the following fields:
First [form] number
This displays the number of the first form to print.
- 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.
Note: If the transaction already has a reference number assigned, the form will print with the word “Duplicate” included. In the case of duplicate checks, “Void” will print in the signature area.
Use this form
Once you have printed a form for the first time, this field displays the name of the last form type printed—for, example A/R Invoice - Plain Paper. If you want to use a different form, select the Select Form button, and select a new form.
Summarize Progress Billing Invoices by Job (Sage 50 Quantum Accounting)
Select this checkbox if you want all line items for each to be summarized as a single line item on the invoice.
Warning! Selecting this option will cause retainage withheld to be included on the summarized line item so that it does not display individually for the customer. If you are printing from the Sales Invoicing window, this function will work only if you are billing for a proposal or editing an invoice created during Select for Progress Billing.
Form Design
If you want to redesign the chosen form, select this button. The Forms Design window appears.
Options available only for Printing or Previewing a Form
The following fields and options are available only when you are printing or previewing a form:
Number of copies
Enter the number of copies of the form you want to print.
Cash Account
This displays the cash account from which to draw the payment represented by the form.
Note: This field is visible only when printing from the Payment Manager.
Printer
The read-only fields in this group box list information about the currently chosen printer. To choose a new printer or set print properties for the current printer, select the Printer Setup button.
Print
When settings are as desired, select Print to print an actual copy of the form.
Print Preview
When settings are as desired, select Print Preview to see onscreen how the form will look when printed from the currently chosen printer.
Print Sample
Select this to print a sample version of the form. The sample version will contain placeholder text that allows you to verify the alignment of the form before printing it with the actual data.
These options pertain to printing, previewing, or emailing a form. The window will have different fields and options depending on which you choose to do.
Common Fields and Options
The following fields and options are available for print, preview, or email.
Form
This group box contains the following fields:
First [form] number
This displays the number of the first form to print.
- 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.
Note: If the transaction already has a reference number assigned, the form will print with the word “Duplicate” included. In the case of duplicate checks, “Void” will print in the signature area.
Use this form
Once you have printed a form for the first time, this field displays the name of the last form type printed—for, example A/R Invoice - Plain Paper. If you want to use a different form, select the Select Form button, and select a new form.
Summarize Progress Billing Invoices by Job (Sage 50 Quantum Accounting)
Select this checkbox if you want all line items for each to be summarized as a single line item on the invoice.
Warning! Selecting this option will cause retainage withheld to be included on the summarized line item so that it does not display individually for the customer. If you are printing from the Sales Invoicing window, this function will work only if you are billing for a proposal or editing an invoice created during Select for Progress Billing.
Form Design
If you want to redesign the chosen form, select this button. The Forms Design window appears.
Options available only for Emailing a Form
Emailing has the majority of the same fields and options as Print or Preview; however, there are two differences: the option for online payments from your customers and the ability to send the email. If you use e-Invoicing by Sage or e-Invoicing by Paya, you can include a Pay Now option in the email. Learn about e-Invoicing