Edit a debtor invoice template

Edit a debtor invoice template

Edit a Debtor Invoice Template

Step 1: Invoice Template

  • Click the Debtors toolbar option
  • Click on the Setup tab
  • Click Invoice Template  
 

Step 2: Edit Layout

  • Select the invoice template to edit by clicking on it
  • Click Edit Layout
  • If you have been sent a new layout by Practical Systems staff, you may wish to add a layout

Step 3: Fast Report

  • Fast Report window will now appear
  • Use the tools on the left hand side of the window to edit the invoice layout as you wish
  • Use the mouse to drag and resize boxes
 

Step 4: Example

  • If you wish to change any text that you would like to appear on ALL invoices using this template, double-click on text and edit its contents
  • Click OK
  • Save changes and close the Fast Report window



Article ID 1078