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