OK, let's get started personalising a form by opening the form you want to work with.

1. Go to the Setup menu and choose Customise Forms. The Customise Forms window appears.
2. Click the tab corresponding to the type of form you want to customise.
   
3. 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.
   
4. 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.

What next?

After displaying the form, you can:

• Set properties that apply to the whole form, such as background colour and page size
• Add and edit pictures and shapes, tables, text and data fields.
• Save the form 
• Set the default form to print and email.

  Personalising forms FAQs