Invoice Number
Invoice Numbers are issued when the invoice will be printed and saved, if all goes well.
Add a Notification for Invoice Number to know immediately when it does not go well. A problem with a computer or printer could prevent saving, or someone might Delete.
Your accountant will like not having missing invoices. Your IT will like knowing to fix.
Sales Order List
Orders Search lets you print a list of orders, and Sales Order List lets you customize it.
Go to Reporting toolbar, Forms, click New and in Templates is a new Sales Order List. Make changes by double-clicking for Properties, or using Arrow keys for small moves.
Click to Close the window and for Save Report As... enter a name like My Order List.
Print from Orders Search to test and return to Forms to find My Order List in the list.
Chapter 215 Forms Admin
Forms tools and options help you customize printed forms and pdfs to fit your needs.
Big Business includes built-in forms for most operations, such as RMA's or Pick Lists. Custom Forms allow you to create forms from templates and add in the data you need.
This chapter provides an overview of forms, templates, and options, for a quick start.