To print, save or E-mail a Payment as a text document, use the RTF template controls near the bottom of the New/Edit window.
Use the RTF Templates drop-down list to select the template which should be used for printing, saving or e-mailing a payment as an RTF file. Click the Save, Save & Open, Print, or Send Mail button to save, print, or e-mail the payment.
Note: You can choose to save the output file in RTF, DOC or PDF format by selecting this format in the Save As window via the Save as type drop-down list.
To edit templates for payments, in the Backstage view click Corporate Settings and select Templates. Templates for payments are located in the following folders:
D:\BusinessServer\Templates\CLIENTS\Payments\ folder for client payments.
D:\BusinessServer\Templates\EXPERTS\FREELANCE\Payments\ folder for payments to freelancers.
D:\BusinessServer\Templates\EXPERTS\CORPORATE\Payments\ folder for payments to corporate experts.
See also: