Set Up Form Options for Customer Invoices

You can choose a Custom Simply Form or a pre-printed form to be your default template when you print a customer invoice. If you are using a Crystal Reports form, see Select a Crystal Reports Form.

To select:

A standard Custom Simply Form

  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click Invoices.
  3. Select a form style from the Show form setting for list.
  4. Under the Printer Form Settings section, click Custom Form.
  5. In the Form Type box, select Custom Simply Form.
  6. In the Description, select a template.
  7. Click OK.

A Custom Simply Form you've created or modified

  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click Invoices.
  3. Under the Printer Form Settings section, click Custom Form.
  4. In the Form Type box, select Custom Simply Form.
  5. In the Description, select User-defined Invoice.
  6. Click Browse.
  7. In the Select Simply Form window, select the file you have saved, and click Open.
  8. Click OK.

A pre-printed form

  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click Invoices.
  3. Under the Printer Form Settings section, click Preprinted Form.
  4. Under the Printer Form Settings for All Preprinted Invoices section, in the Form Type box, select a pre-printed form template.
  5. Click OK.

What do you want to do?

Change the default settings used to print or e-mail invoices

Select the default form for e-mailing invoices

Create a custom invoice based on a Simply Form

Print the subtotal on sales invoices

Find the keyboard shortcut to open the form options for sales invoices