Using preprinted forms
How do I use preprinted invoices? I have all the headers and standard info on preprinted forms. I just want to add in specific sales info and dollars. All the company info is all preprinted.
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beebs
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11/21/09 2:44pm PST
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Click on Lists>Templates and choose the invoice that is closest to the format that you want. Then press the Templates button at the bottom, and choose Edit Template. Select the Layout Designer button. You'll be prompted to make a copy of the template. Go ahead and make a copy. Then you will be in the layout window. Just click on each field that you want to get rid of, and press the Delete key. Click OK when you are finished. Then click on the Manage Templates button, and on the right hand side, where it says Template Name, give it a name that will make some sense to you.
When you create invoices, make sure that template is selected in the upper right hand corner.
