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and select Output | Print options |
|---|---|
Output to printer | Mark this checkbox to send the receipt to the default printer for your workstation or select a different printer from the dropdown. |
Output to FileCabinet CS | If you're licensed for FileCabinet CS, mark this checkbox to send the receipt to FileCabinet CS when you print, and then select the appropriate filing option ( Current Year End , Current Period End , or Report Date ).
note
If the client doesn't have a folder set up in FileCabinet CS, Practice CS will create a folder with the same name as the client’s Practice CS client ID. |
Output to GoFileRoom | If you're licensed for GoFileRoom, mark this checkbox to send the receipt to GoFileRoom when you print. You'll also need to choose a file format (*.pdf, *.rtf, *.txt, or *.xls) from the dropdown.
note
Before you can print to GoFileRoom, you'll need to map your GoFileRoom indexes to fields in Practice CS. |
Output to file | Print to a file (*.pdf, *.html, *.rtf, *.txt, *.tif, or *.xls) that is saved in the folder that you specify in the field provided. |
Output to e-mail | Print the receipt as a specific file type, and then send the file to the client as an email attachment.
note
The client whose email address is listed on the Contact Info tab of the Clients setup screen will receive the message. |