Section 7:
Forms

Section Contents

Forms Overview   PAGEREF _Toc271292077 \h 449

Form Types  449

Repair Order 449

Repair Estimate  450

Repair Assignment 450

Repair Subcontract 450

Repair Subcontract Packing Slip  451

Customer Repair Invoice  451

Third-Party Billing Repair Invoice  452

Repair Invoice Packing Slip  452

Customer Sales Invoice  452

Third-Party Billing Sales Invoice  453

Sales Invoice Packing Slip  453

Customer Credit Note  453

Third-Party Billing Credit Note  453

Statement 454

Purchase Order 454

Purchase Return  454

Purchase Return Packing Slip  455

Selecting a Form   455

Selecting a Form from a Browse Window  455

Selecting a Form from the File Menu  455

Selecting a Form from the Print Button  455

Printing Forms While Saving a New or Edited Record  455

Printing Forms While Saving Repair Orders 456

Printing Forms While Saving Sales Invoices 456

Printing Forms While Saving Credit Notes 456

Printing Forms While Saving Purchase Orders 456

Viewing, Printing, or Sending a Form   457

Viewing a Form  457

Printing a Form  457

Faxing a Form  458

E-mailing a Form  459

Responding to a Repair Estimate Form E-mail 460

Exporting a Form  460

Batch Printing Forms  461

Batch Printing Forms from a Browse Window  461

Batch Printing from the Batch Printing Dialog Window  461

Custom Forms  462

Custom Forms Overview  462

Letterhead on Forms 462

Adding Fields, Bar Codes, or Graphics to Existing Forms 463

Forms in Another Language  463

Forms for Business-Specific Requirements 463

Standard Form Options 463

Letterhead and Business Logos on Forms 463

Customizing Forms Yourself 465

Updating Custom Forms Yourself After a Version Upgrade  465

Having Forms Customized For You  466

 

More:

Forms Overview

Form Types

Selecting a Form

Viewing, Printing, or Sending a Form

Batch Printing Forms

Custom Forms