OK, let's get started personalising a form by opening the form you want to work with. - Go to the Setup menu and choose Customise Forms. The Customise Forms window appears.
- Click the tab corresponding to the type of form you want to customise.
- Select a form group from the list to display a list of forms associated with that group. For example, select the Item group in the Invoices tab.
- Click the form, then click Customise. The selected Form window appears.
A | File menu | View printing and saving options. | B | Customise tab | This is the main tab for customising your form. You can add fields, format text and select table layouts. | C | Print Preview | View your form as it will appear printed. Your form is instantly updated in this tab as you customise. | D | Customise options | This area of the window is where you make selections for customising your form. | E | Form body | Select and modify form elements in this section of the window. Select an element, then view the properties in the Customise tab. |
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| Cheques have two parts A cheque form has two parts: the cheque itself and the stub. You customise the cheque and the stub separately. For more information, see Personalising cheques. |
After displaying the form, you can: HTML |
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<h2><i class="fa fa-comments"></i> Personalising forms FAQs</h2><br> |
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title | Can I create a new form from scratch? |
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| No, you'll need to personalise an existing form. |
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