Transactions & Reporting > Sales (Money In) > Customer Records > Select Print or Email Distribution of a Customer's Forms

Select Print or Email Distribution of a Customer's Forms

To print or email the forms you create for a customer:

  1. Open the Options tab in the customer record.
    ClosedHow?
    1. In the Home window, click Customers & Sales on the navigation pane.
    2. In the Tasks pane, right-click the Customers icon and select Modify Customer from the menu.
    3. Select a customer from the list and click OK.
    4. Click the Options tab.
  2. Under Forms for this Customer, select Print or Email.
  3. Click Save and Close.

Published: June 19, 2017
© 2017 The Sage Group plc or its licensors. All rights reserved. Privacy Policy | Copyright/Trademarks