Set Up Form Options for Receipts

You can choose a Custom Simply Form or a pre-printed form to be your default template when you print a receipt. If you are using a Crystal Reports form, see Select a Crystal Reports Form.

To select:

A standard Custom Simply Form

  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click Receipts.
  3. Under the Printer Form Settings section, click Custom Forms.
  4. In the Form Type box, select Custom Simply Form.
  5. In the Description box, select Receipt.
  6. Click OK.

A Custom Simply 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 Receipts.
  3. Under the Printer Form Settings section, click Custom Forms.
  4. In the Form Type box, select Custom Simply Form.
  5. In the Description box, select User-defined Receipt.
  6. Click Browse.
  7. In the Select Simply Form window, select the file you have saved, and click Open.
  8. Click OK.

A pre-printed form

  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click Receipts.
  3. Under the Printer Form Settings section, click Pre-printed.
  4. From the list In the Form Type box, select a pre-printed form template.
  5. Click OK.

What do you want to do?

Change the default settings used to print or e-mail receipts

Select the default form for e-mailing receipts

Create a custom receipt based on a Simply Form

Find the keyboard shortcut to open the form options for receipts