This TAB displays in Three sections - "Forms" - "Generated Forms" - "Communication Log"



The Communication Log displays listings of all documents emailed to the client related to transactions in created ULTIMATE




FORMS 

this section provides access to a selection of forms as follows      


Select your desired Form Template



Select any Conditions you want to append to the Document 



Add additional Comments to either the Top or Bottom of the Document or Both         


                                                                   

NOTE: the Wholesale versions of Invoices displayed above are for those who have the wholesale module enabled