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

Data fields automatically fill in for you when printed or emailed, such as the name of the customer you're invoicing or the invoice due date. Data field content is drawn from information stored in your company file such as transaction or card details, or details from the Company Information window. When you're customising a form, data fields are identified with square brackets, such as [Company Name].

Text boxes are free-form fields that you type directly into, and will appear exactly the same, every time you print or email the form. For example, you might add a text field to the footer of an invoice that has your refund and returns conditions.

To add text to a form
  1. Open the form you want to add text to.
  2. In the Customise tab, click Text Box.
  3. Click and drag the mouse cursor over the area of the form where you want the text field to appear.
  4. Double-click in the text field and type the text you want to appear. 

     
To add a data field to a form
  1. Open the form you want to add data fields to.
  2. In the Customise tab, click Fields. The Insert Fields window appears.
  3. Select the fields you require by clicking in the column next to them. For a description of each data field, see Fields you can add to forms.
  4. 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).
  5. When you've finished making your selections, click OK. The selected data fields appear on the form.
  6. Move the field to the required position by clicking and dragging it, or entering placement coordinates in the Customise tab. 

To edit a field
  1. Select the field you want to edit in the Form window.
  2. Edit the properties of the field using the options in the Customise tab.
  3. For text fields, you can edit the text by double-clicking in the text field.
  4. Move or resize the field as required.