Author: April Zook

By popular request, you now have the ability to modify the registered owners directly within Form 337.  (Previously, changes had to be made from within your “My Customer” list.)  It’s easy!  Here’s how:

1. Either start a new Form 337, or Open an existing Form 337.
2. When the Form opens, you will see section 2 is where the Owners are listed.  Click in the Owners field and begin your edit.

3. Be sure to hit the SAVE button when you’re done!

4. If you’d like to Save it as a PDF file, or Send it to your Printer, click the Print button.  This is what your Form 337 will look like:

– – – – – – – – – – – – – 

If you’re looking for a quick way to view the Totals for your Invoices, it’s easy to view them by Month, Quarter and Year.

Go to “My Invoices“.  Click the “Invoice Summary” button:

Select the Year, then click the “Get Summary” button:

The result is a list of your Invoice Totals for the Year you selected.  Next, choose Quarterly, Monthly, or Parts Summary if you want to narrow your search down further:

Your Summary will appear as:

Quarterly – Invoice:

Monthly – Invoice:

Monthly – Parts:

– – – – – – – – – – – – –