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When personalising your forms (Setup menu > Customise Forms > select form > Customise), use the Customisation Customise tab in the Form window to add text and data fields and change field properties (such as font and colour).

Data fields and text boxes

When customising your forms, text is

Text boxes and data fields

Text in forms appears either in a text box or data field or a text box. But what's the difference?

Data fields appear within square brackets, such as [Company Name]. The info in these fields can't be changed because it comes from your company file, like transaction or card details, or from the Company Information window. Which fields can I add to my form?

Text boxesImage Added

On the printed form, it looks like this:

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Text boxes

These contain whatever text you'd like to display on your form. For example, you might add a text box to the footer of an invoice

that has

to display your refund

and returns conditions. The text

policy. Text boxes can also be used as labels to describe adjacent data fields, like the Invoice No: example above. Text within text boxes can be changed

(

or removed

)

to suit the needs of your form.
Data fields	These are data fields (note the [ ] brackets)	These are text boxes
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fields appear within square brackets, such as [Company Name]. The info in these fields can't be changed because it comes from transaction or card details, or from the Company Information window. This includes information like your company name, an invoice number or a customer's address. Which fields can I add to my form?

UI Expand

title	To add text to a form

To add text to a form

Open the form you want to add text to (Setup menu > Customise Forms > click the form > Customise).
In the Customise tab, click Text Box.
Click and drag the mouse cursor over the area of the form where you want the text field to appear.
Double-click in the text field and type the text you want to appear.
(click to enlarge this demo)
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UI Text Box
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type note
If you don't want to see a border around the text box when you print the form, click the fill outline icon and choose No Colors:
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UI Expand

title	To add a data field to a form

To add a data field to a form

Open the form you want to add data fields to (Setup menu > Customise Forms > click the form > Customise).
In the Customise tab, click Fields. The Insert Fields window appears.
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Select the fields you require by clicking in the column next to them. For a description of each data field, see Fields and columns you can add to forms. Can't find the field you want? Perhaps it's a table column and not a field. Learn about table columns.
For some fields you need to select where you want the field to appear when a form has multiple pages. You can choose to show the field on every page, or just at the start (first page) or end (last page).
When you've finished making your selections, click OK. The selected data fields appear on the form.
Move the field to the required position by clicking and dragging it, or entering placement coordinates in the Customise tab.
(click to enlarge this demo)
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title	To edit or delete a field

To edit or delete a field

Select the field you want to edit in the Form window.
Edit the properties of the field using the options in the Customise tab.
To edit the text in a text box, double-click in the box and make your changes.
Move or resize the field as required.

To delete a field, right-click the field and choose Delete.

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<h2><i class="fa fa-comments"></i>  FAQs</h2><br>

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title	How do I add my accepted payment methods to my invoices?

How do I add my accepted payment methods to my invoices?

To display your accepted payment methods on your invoices, you can add a text field which contains this info. See Personalising invoices for details.

Or, you can create a comment containing your accepted payment methods, then choose this comment when recording your sale. You can also modify your invoice form to ensure the comment field is sized and positioned according to its content, for example you can position the comment field at the bottom of the invoice and enlarge the field to span the page.

Whichever method you use, make sure you select the modified form (containing your accepted payment methods) when you email or print your invoices.

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Data fields and text boxes

Text boxes and data fields

To add text to a form

To add a data field to a form

To edit or delete a field

How do I add my accepted payment methods to my invoices?

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