How to change or prevent changes to Client Status in ProFile

How to lock returns after printing

To automatically lock a return after printing it, follow these steps:

1. Go to Options > Module.
2. Select the Data Locking tab.
3. Under the Client Status column, check or uncheck Printed. To lock the returns after they have been printed, check Printed. Otherwise, uncheck it or leave it unchecked.
4. Select OK.

How to change the Client Status after printing

To automatically change the Client Status after your returns have been printed, follow these steps:

1. Go to Options > Form Selection.
2. On the left, select the correct Print job.
3. Next, select the correct Status after printing. This is the status that'll change the Client Status in File Properties after a return has been printed.
4. Select OK.