When you're ready to personalise a form, here's how to open the form you want to work with.

1. Go to the Setup menu and choose Customise Forms. The Customise Forms window appears.

   Can't see the Customise Forms option? By default, you need to have been assigned the Administrator or Accountant/Bookkeeper role in order to be able to access this feature. See Default user roles.

2. Click the tab for the type of form you want to customise.
   
3. Click a form group to display the forms for that group. For example, click the Item group in the Invoices tab to see all item invoice forms.
   
4. Click the form, then click Customise. The form opens in the form design window.
   

   

   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	See what your form will look like when printed. Use this to check your progress as you work on the form.
   D	Customise options	This area of the window is where you make selections for customising your form.
   E	Form body	This is the body of the form showing its contents. Click an element (text box, table, etc.) to view its 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.

  FAQs