Adding an Invoice Form Setup

• From the Accounts Receivable screen, select the Maintenance menu and then Invoice Form Setup.

• At the Invoice Form Setup screen, click the New Record button.

• When prompted, enter the name of the new invoice format and click the OK button.  The name can be alphanumeric up to 251 characters long.

Tip:  Include "Invoice" as part of the name to distinguish it from other custom Accounts Receivable reports.

• Edit the invoice format as desired.

Steps to Edit a Report

• Click the Save button to save the new invoice format.

• Click the X in the upper right-hand corner to close the Edit Report screen.

• If desired, click the Execute button to print the report from within the Invoice Form Setup option.

• In order to see the new report under the Reports menu on the Accounts Receivable screen, the Accounts Receivable screen must be refreshed by closing the screen and then re-opening it, or clicking the Refresh Screen icon in the lower right-hand corner of the Accounts Receivable screen.