Forms Defaults

Menu Path:  Billing & Receipts, then Reference Tables, then Miscellaneous Billing, then Forms Defaults

The Forms Defaults page defines what will print on your invoices and statements. You can use either pre-printed forms or plain paper. If you use pre-printed forms, the forms defaults help you select what should print so you do not duplicate information already printed on the forms.

Update the Forms Default Record

1. Choose the Forms Default Record page.
2. Update the fields as needed. Note the following print options:
   • Print Form Labels - This is the option to print the forms label on invoices and statements.
   • z-fold invoice -  This is the option to determine the printed invoice as z-fold. Invoices printed on z-fold paper cannot include messages setup in the Invoice Messages reference table.
   • Print Summary on -  Select the first or last page to display the summary.
     
   • Print Address - Select this option to print the address on invoices and statements.
3. Click OK.