Generate and save Print Proposal - Billing Item Summary forms

  1. Open the Print Proposal - Billing Item Summary screen.
  2. Enter data to the criteria fields as needed to control the output of the forms.
  3. Click Run Report.
    The forms display on the Report tab.
  4. Click and select the format for the saved forms.
    Note: Depending on the forms, you may be able to save the forms as a Microsoft Excel (XLS) file, a Microsoft Word (DOC) file, or an Adobe Acrobat (PDF) file.
  5. Navigate to the folder where you want to save the forms.
  6. Enter a file name for the saved forms.
  7. Click Save.
  8. If you are satisfied with the proposal forms (that is, all forms were successfully printed with no paper jams or other printer problems), click Printing Complete to lock the associated estimate.
  9. Click Yes.