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Article ID: 936632 - Last Review: August 21, 2007 - Revision: 1.2
How to print user-defined fields for customers and for vendors in Accounting Professional 2007 or in Accounting Express 2007
INTRODUCTION
This article describes how to print user-defined fields for customers and for vendors in Microsoft Office Accounting Professional 2007 or in Microsoft Office Accounting Express 2007.
MORE INFORMATION
To print user-defined fields for customers and for vendors, follow these steps:
- Open a company in Accounting Professional 2007 or in Accounting Express 2007.
- On the Company menu, click Manage Word Templates.
- Under Template types, click the type of template that corresponds with the customer or with the vendor for whom you added user-defined fields.
Note You can add user-defined fields to invoices, to sales orders, to quotes, to customer credit memos, and to customer statements for customers. You can add user-defined fields to purchase orders for vendors. - Under Templates, click a template, and then click Modify.
- Within the template, click the pointer in the location where you want to add the user-defined field.
- In the Document Actions task pane, click the user-defined field that you want to add. The user-defined field will be added in the location where you clicked in step 5.
Notes- The user-defined field names are not displayed by using the customized names that you can create in Accounting Professional 2007 or in Accounting Express 2007.
-
If the Document Actions task pane is not available, click the following article number to view the article in the Microsoft Knowledge Base:
909625Â
(http://kbalertz.com/Feedback.aspx?kbNumber=909625/
)
The list of available task panes in the task pane list does not include the Document Actions task pane when you modify Word templates in Accounting Professional 2007, in Accounting Express 2007, and in Small Business Accounting 2006
- After you add the user-defined fields that you want to add, click Save As on the File menu.
- In the File Name box, type a new name, and then click Save.
- Close the Microsoft Office Word document.
- In Accounting Professional 2007 or in Accounting Express 2007, open the document type that you want to print.
You can print the following document types:
- Invoice
- Sales Order
- Quote
- Customer Credit Memo
- Customer Statement
- Purchase Order
- On the File menu, click Print.
- Click Word template, and then click Templates.
- Click the document that you saved in step 8, and then click Select.
- To print the document, click OK.
APPLIES TO
- Microsoft Office Accounting Professional 2007
- Microsoft Office Accounting Express 2007
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