Was this page helpful?
Thank you!

Comments or suggestions?



Enter Email Address (optional)
email

Add or remove fields from forms

Use the Additional Customization window to change how a form looks on screen and when you print it. You can:

  • Add or remove fields on the header
  • Add or remove columns
  • Add or remove progress columns (a special type of invoice)
  • Add or remove elements from the footer of the form
  • Change how the form looks when you print it

To open the Additional Customization window:

  1. Open the type of form (invoice, credit memo, or other form) you want to customize. For example, choose Customers > Create Invoices to open the invoice form.

  2. Click the Customize button at the top of the form, and then click the Customize Data Layout button.

Note: If you don't see the Customize button, you may need to resize or maximize the window.

If you see a "Locked Template" message, click Cancel to select another template, or click the Make a Copy button. Be sure to rename the copy.

On the right you see a preview of your form. Any changes you make appear in the preview.

On the left, click any of these tabs to make changes to your form:

  • Header (the top of the form)

    Select the checkbox next to a column name to:

    • See the column onscreen (Screen)

    • See the column on the printed form (Print)

    • See the column on both (Screen and Print)

    Note: If the Screen checkbox is grayed out, the field must appear on the screen. However, you can choose whether to print it.

    To add a field to the header, use the Other field and enter the text you want. Change the title of any field to suit your business needs.

  • Columns (for the line items on the form)

    Select the checkbox next to a column name to:

    • See the column onscreen (Screen)

    • See the column on the printed form (Print)

    • See the column on both (Screen and Print)

    Note: If the Screen checkbox is grayed out, the field must appear on the screen. However, you can choose whether to print it.

    To add columns, use Other 1 and Other 2.

    To change the order columns appear on the form, enter numbers in the Order field to organize your columns.

    Change the title of any column to suit your business needs. For example, if you're a service company, you could change Quantity to Hours.

  • Prog Cols (you only see the Prog Cols tab if you use progress invoicing)

    Select the checkbox next to a column name to:

    • See the column onscreen (Screen)

    • See the column on the printed form (Print)

    • See the column on both (Screen and Print)

    Note: If the Screen checkbox is grayed out, the field must appear on the screen. However, you can choose whether to print it.

    To change the order columns appear on the form, enter numbers in the Order field to organize your columns.

  • Footer (the bottom of the form)

    Select the checkbox next to a column name to:

    • See the column onscreen (Screen)

    • See the column on the printed form (Print)

    • See the column on both (Screen and Print)

    Note: If the Screen checkbox is grayed out, the field must appear on the screen. However, you can choose whether to print it.

    To add a block of text to your form, use the Long text field. Examples include warranty information, contractual details, customer messages, or legal disclaimers. By default, long text appears in the bottom left corner of the form. After adding the text, you can use the Layout Designer to:

    • Move it to a different position on the form

    • Change the size of the text block

    • Change the font style or color

    • Add a background color or border

      Note: You can't see the Long text (disclaimer) field onscreen.

    Change the title of any field to suit your business needs.

  • Print (your printer settings)

    Click the Print tab to set your print options. You can choose to:

    • Use the settings from the Printer Setup (choose File > Printer Setup)

    • Specify printer settings for this individual form

    Select the checkbox to Print page numbers on forms with more than 2 pages.

    To print trailing zeros for amount fields, select the Print Trailing Zeroes checkbox and enter the number of decimal places to use.

    On the right, click the Print Preview button to view a larger preview of how your form will look when you print it. Then click Close.

To revert to the original settings of the form, click the Default button. Any changes you made to the Basic Customization and Additional Customization windows will be undone.

Note: You can move fields to different positions, change the size of text blocks or the font style or color, and add a background color or border by using the Layout Designer.

Click OK to save your changes.

See also

KB ID# H_CUSTFORM_ADD_DATA_HEADER_BODY
8/30/2014 7:13:53 PM
PPRDQSSWS404 9102 Pro 2013 84b225