Edit Transaction PDF & HTML Layouts

If you wish to edit your Transaction Forms ie Invoices, Bills etc, to show new fields, expand the existing ones or edit fonts and colours etc; simply follow the below steps.

To Edit/Customise your Transaction forms, follow the below steps:

1. Navigate to Customisation

2. Navigate to Forms

3. Select Transaction Forms

4. Take Note of the PDF Layout the Transaction Form corresponds to (depending on which you are updating)

5. Take note of the HTML Layout the Transaction Form corresponds to (depending on which you are updating)

PDF Layout 1

 

If you wish to amend the Transaction From PDF Layouts:

6. Again Navigate to Setup

7. Navigate to Customisation

8. Select Transaction Form PDF Layouts

9. Select the Appropriate Layout that Corresponds with the Transaction Form Setup (as above) in this instance its the 2 JCurve Tax Invoice (Pay Opt)

PDF Layout 2

 

If you wish to amend the Transaction Form HTML Layouts:

10. Again navigate to Customisation

11. Navigate to Forms

12. Select Transaction Form HTML Layouts

13. Again select the appropriate layout that Corresponds with the Transaction Form Setup (as above), in this instance it's the Classic HTML Transaction Layout

PDF Layout 3

 

Once you are within these layouts you can customize the Forms to the extent that you wish.

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