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.
Overview Print Form Templates in CustomBooks™ are pre‑designed layouts used to generate standardized printed documents such as invoices, receipts, sales orders, quotes, and other business forms. These templates ensure key information is presented in ...
Overview The Print Form Templates and Settings in the Admin Panel allows you to manage and customize the layouts used for printing your business documents (e.g., sales invoices, purchase orders, customer statements, etc.). With print form ...
Overview The General Settings in the CustomBooks™ Admin Panel allows you to configure fundamental system behaviors, ranging from how your currency is handled to the precision of your financial data. How to Access General Settings To modify these core ...
Overview The Purchase Settings in the CustomBooks™ Admin Panel allow you to customize your purchasing workflows, enable advanced inventory tracking features like Landed Cost and Item Receipts, and map default General Ledger accounts to ensure ...
Overview The Bank Settings page in CustomBooks™ allows you to configure default accounts, automate categorization, and manage how the system interacts with your downloaded or imported bank transactions. Correctly setting these options ensures ...