Set Up Form Options for Customer Statements

You can choose a Custom Simply Form or a pre-printed form to be your default template when you print a customer statement. 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 Statements.
  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 Statements.
  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 Statements.
  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 Statement.
  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 Statements.
  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 statements

Select the default form for e-mailing statements

Create a custom statement based on a Simply Form