Print Forms
How to create a Company (Customer/Vendor) specific print template
Overview Company-specific print templates in CustomBooks™ allow you to assign a unique document layout to an individual customer or vendor. This means you can customize invoices, bills, statements, or other documents for a specific company without ...
Adding External Memo on Document Print Forms
This article will show you how you how to add an External Memo or also known as Notes/Comments on Document Print Forms. External Memo is a field where you can add notes or comments what will show on the document print form. You can find External Memo ...
Customizing Print Forms using Print Form Templates
What Are Print Form Templates? Print Form Templates are pre-designed layouts or formats used to generate standardized printed documents such as invoices, receipts, purchase orders, and other business forms. These templates provide a structured ...
Adjusting Print Settings
Adjusting Print Settings Adjustments can be made to the way printed reports and documents fit on a page with the specific printer being used. Using the instructions below, easily adjust margins, page size, orientation and other settings if necessary. ...
I noticed that there are some fields that got added to the invoice. This is not information we want to share with the customer. Can you tell me how to get rid of these on our printed invoices?
See below to see how to control the display of fields on print forms. Navigate to Admin Panel. Click Print Form Settings. Select/double-click the print form to modify (Sales Invoice, for example). Go to the Fields tab and choose the fields to display ...