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To customise an invoice

1. Go to the Setup menu and choose Customise Forms. The Customise Forms window appears.
2. Click the Invoices tab on the left.
3. Select the form you want to customise then click Customise. The form opens, ready to be modified.
   (click to enlarge)
   

4. Customise the form to suit your needs. Here's some guidance:

   If you want to	See this topic
   add a business logo	Add pictures and shapes to forms
   add text or fields	Add text and fields to forms
   modify table columns	Add tables to forms
   change the form size or background	Set the form size and background
   modify the text, fields and images	Editing form elements

5. To preview your form, click the Print Preview tab.

6. When you've finished customising your form, go to the File menu and click Save As. The Save Form As window appears:
7. Enter a name and a description for the form.
8. Click Save then click OK to the confirmation message.

9. To close the form, go to the File menu and choose Exit. If prompted to save again, click No.
   The Form window reappears. Your customised invoice will be listed.

10. (click to enlarge)
    

When you print or email an invoice, you can choose which form to use.

If you have different invoice forms for different customers, you can set the default form to use in the customer's card. To set the default form to use for all customers, see Set the default forms to use when emailing or printing.

To set a customer's default form

1. Go to the Card File command centre and click Cards List.
2. Click the Customer tab.
3. Click the zoom arrow to open the customer's card.
4. Click the Selling Details tab.
5. In the Printed Form field, select the customised invoice for this customer.
   
   If you can't see your customised form, make sure the applicable Sale Layout is selected.
6. Click OK.