Navigating the form

General tab

Set the general parameters for form notes. These parameters are applied in form notes for both invoices and packing slips.

Invoice

Define the form note parameters for invoices.

Packing slip

Define the form note parameters for packing slips.

Print management

Define the number of originals and copies to be printed of each document.

Item number in forms

Specify whether the item number in external documents (that is, packing slips and invoices) should be the company's item number, the customer's item number, or both.

Print amount in triangulation currency

Specify whether the amount should be printed in triangulation currency in addition to the existing currency.

Totals

Define whether totals should be printed on the first or the last page.

Sales tax specification

Define the detail level of the printed sales tax specification.

Separate tax exempt balance in forms

Define whether taxable and tax exempt balance should be printed separately in forms.

Invoice

Specify the paper format for the current report.

Print tax exempt number on invoice

Specify whether a tax exempt number will be printed on the invoice.

Print packing slip specifications

Specify whether packing slip specifications will be printed on the invoice.

Invoice

Define where to include documents when printing sheets.

Include documents of type

Specify a document type to be included.

Specify index calculation

Select a check box to specify whether the base price and the index price are to be shown on the invoice.

Packing slip

Specify a paper format for the current report.