Setting Send Forms Preferences

You can create default cover letters that accompany your invoices, estimates, statements, purchase orders, and any other forms you send by email. This timesaver will give all of your emailed business forms a professional look and you can still edit the message before it is sent to give it a personal touch.

Select Preferences from the Edit menu.

Click the Send Forms icon.

Click the Company Preferences tab.

Select the form for which you are creating a default cover letter.

Select a salutation.

Select the style you want to use for names.

Type the text of your default letter.

Click Spelling to check the spelling in your letter.

Repeat steps 4-8 for each type of form.

Click OK.

Did You Know?

There's no need to save as you go. When creating default cover letters, you don't have to save your work as you switch from one letter to the next. All of your letters are saved at once when you click the OK button.