Print the Slips of the Active Client File
To print the slips for the active client file, proceed as follows:
- On the File menu, click Print Slips.
The Print Slips box displays. - Select the desired printer.
To print slips in PDF format, select the - Select the type of slip and the type of data you want to print.
- In the Details list, click
to modify the list of beneficiary of the trust whose slips will be printed, if necessary.
To see all beneficiaries of the trust, clear the Only show beneficiaries check box.
You can make a quick search of a beneficiary by clicking the First Name or Last Name column and by typing the first letters of his name or surname.
Note: If the client file does not contain any slips to print that meet the selection criteria, an indicator will display in the upper right corner of the list: place the cursor on the indicator to know the reason.
- Select the print options that you want to use.
To print T3 slips on preprinted forms, select the Print on preprinted form check box.
To modify the copies of the slips to print, click on the Copies list and modify the selection. - Click OK.