Hi Susan,

When you print invoices, which spec selection method is selected? 'Use selected spec', 'Use document spec' or 'Use current customer spec'? You need to use the 'current customer' choice if you want to have the specification from the Customer record applied to the printed document. Indeed this can be set for individual customers.

If you have a few customers that require a special spec and the majority remainder all use a particular spec, you only need to edit those special customers to set a spec. When printing using the 'current customer' spec selection, any customer that doesn't have a special spec set for that document/print method will look at the OE Company Profile and the Optional/Specs tab for what spec to use. I would suggest setting your desired specs for your print methods in the Company Profile, and edit your customers that need a different spec. This way, you only have to print once and the desired spec will be used. This would be different that the defaults found in the File/Options area that you referred to - which of course are not particular to print/fax/email.