The Forms Tab is used to identify pre-designed invoices and statements to be used by the system.

 

 

The invoice type selection area is where one of the many available pre-designed invoice layouts is configured. This section will provide a detailed description of each of the fields in the invoice type selection area.

 

•One of the services NECS provides is that any company may have a custom invoice layout designed specifically for them. For more details on having a custom invoice type developed contact the NECS Sales Department.

 

Invoice Type

The value in this field determines the layout of the printed invoices. The Comments area will display a brief description of the currently selected invoice type.

 

•NECS recommends using type 2, when printing on plain paper to a dot-matrix printer and using type LZ, when printing on plain paper to a laser printer.

•If this field is left blank, entrée will default to the type 1 invoice.

 

When using the Type 2 invoice and printing to plain paper, both System Option 32 and System Option 83 should be enabled.

 

Use Column Shading

Enabling this option will result in column shading being drawn on invoice types that were designed for laser printers. The setting of this option will have no effect on invoices that have been designed for dot-matrix printers.

 

Edit Copy Titles

When invoices are printed to an impact printer, often times multi-part forms are used, producing more than one copy of the invoice.

 

However, multi-part forms are not an option when printing to a laser printer. entrée attempts to work around this inconvenience by allowing a specified number of copies (or parts) to printed as well as the ability to define distinct titles for each copy that is printed.

 

•Clicking the Edit Copy Titles button will open the Edit Invoice Copies Titles dialog.

 

Number of copies to print

Enter the number of times each invoice should be printed in this field. This value may be overridden on a per customer basis, by adjusting the Number of Invoice Copies field located on the Miscellaneous tab of Customer Maintenance.

 

Page Titles

If the Invoice Type supports multiple page titles, the text that is printed on each page may be edited in the page title grid.

 

1.Select the title to edit and press the Enter key.
2.Type in the desired value for the page title and press the Enter key.
3.Repeat steps 1-2, for each page title that needs to be modified.
4.Click the OK button.

 

If the current invoice type does not support multiple page titles, the page titles grid will be disabled.

 

Search / Preview

You are now able to "Search" and "Preview" document samples. These buttons link to the NECS website and provide the ability to browse and view scanned samples of the various document designs that are available. To view samples of all documents types on the NECS website visit http://www.necs.com/docsearch.php.