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.
   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.
2. Under Forms for this Customer, select Print or Email.
3. Click Save and Close.

Published: June 27, 2019
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