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:

Open the Options tab in the customer record.
How?
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.
Under Forms for this Customer, select Print or Email.
Click Save and Close.