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  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.

    AFile menuView printing and saving options.
    BCustomise tabThis is the main tab for customising your form. You can add fields, format text and select table layouts.
    CPrint PreviewView your form as it will appear printed. Your form is instantly updated in this tab as you customise.
    DCustomise optionsThis area of the window is where you make selections for customising your form.
    EForm bodySelect and modify form elements in this section of the window. Select an element, then view the properties in the Customise tab.

  5. Next, set the form properties.

Cheques have two parts

A cheque form has two parts: the cheque itself and the stub. You customise the cheque and the stub separately. For more information, see Personalising cheques.

        

 

      
Related topics

Setting form properties

Personalising forms

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