The Print now button opens a dialog box allowing you to either preview or print the current account.
When you print an account for the first time, it's Account date is set to what you specify in the dialog box and the printed document is called an Account.
For future reference, the Account date is shown on the Status page. |
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When you print the account again, for example when printing a receipt or reminder, the original account date will not be altered and the printed document will be designated an Account, Receipt or Reminder depending upon the current status of the account. A dialog box will be shown allowing you to modify the account designation (receipt, reminder etc) and any additional message which is to be inserted onto the account related to it being paid or overdue.
If the Receipt tag has been checked (see the Payments page), the account will be deemed a receipt. If the receipt tag is not checked and an amount is still owing, it will be deemed a reminder and the Number of reminders field will be incremented by 1. As stated above, default messages are attached to the accounts when reprinted. These, and the account designation can be modified at the time of printing.
Changes to the status of the account or to the number of reminders are only stored in the database if the account is actually printed on the printer, not if the account is simply previewed without being printed.
Tag for printing
Tick the Tag for printing checkbox if you want to print this account later in a batch process from the List of accounts screen.