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Sending forms in a batch

Instead of printing a document, like an invoice or receipt, when you record the transaction, you can print or email them later, in a batch.

To do this, select the appropriate option from the Delivery Status field in a transaction window:

Delivery Status

After you've completed a number of transactions, say, the invoices for the day, you can print or email a transaction batch. You also can choose which forms to print by applying selection criteria. For example, you can choose to print customer statements only if the balance of the customer’s account is not zero.

If you need, you can remove transactions from your print or email queue.

Sending forms FAQs