Set Up E-Mail Form Options

 

Note:  If you have turned on the line item discount feature, only the discounted price appears on the forms you e-mail to customers. However, both the base price and the discounted price appear on printed forms.

For sales invoices

To select a default e-mail form

  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click Invoices.
  3. Select a form style from the Show form settings for list.
  4. Under the E-mail Form Settings section, select a form type in the Form Type box.
  5. Select a template in the Description box.
  6. Click OK.

To select an e-mail form you've created or modified

  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click Invoices.
  3. Select a form style from the Show form settings for list.
  4. Under the E-mail Form Settings section, select a form type in the Form Type box.
  5. Select User-defined Invoice in the Description box.
  6. Click Browse.
  7. Select the file you want to use and click Open.
  8. Click OK.

For all other transactions

To select a default e-mail form

  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click the transaction for which you want to select an e-mail form.
  3. Under the E-mail Form section, select a form type in the Form Type box.
  4. Select a template in the Description box.
  5. Click OK.

To select an e-mail form you've created or modified

  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click the transaction for which you want to select an e-mail form.
  3. Under the E-mail Form section,select a form type in the Form Type box.
  4. Select the User-defined option in the Description box.
  5. Click Browse.
  6. Select the file you want to use and click Open.
  7. Click OK.

What do you want to do?

Modify a Crystal Reports form

Modify a Simply Form