Select Print or E-mail Distribution of a Customer's Forms

To print or e-mail the forms you create for a customer:

1. Open the Options tab in the customer record. How?
   1. In the Home window, click Customers & Sales on the navigation pane.
   2. In the Tasks pane, right-click the Customers icon and select Modify Customer from the menu.
   3. Select a customer from the list and click OK.
   4. Click the Options tab.
2. Under Forms for this Customer, select Print or E-mail.
3. Click Save and Close.