Modify a Custom Simply Form

Before you can perform this task

For invoices:

To modify a default 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 settings for list.
  4. Under the Printer Form Settings section, select a template in the Description box.
  5. Click Customize Form to change the content, appearance, or placement of:
  6. Click OK to close the Simply Form Designer.
  7. Click OK.

To select 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. Select a form style from the Show form settings for list.
  4. Under the Printer Form Settings section, select User-defined Invoice in the Description box.
  5. Click Browse.
  6. Select the file you want to use and click Open.
  7. Click Customize Form to change the content, appearance, or placement of:
  8. Click OK to close the Simply Form Designer.
  9. Click OK.

For all other forms, except cheques:

To select a default 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 the form that you want to modify.
  3. Under the Printer Form Settings section, select a template in the Description box.
  4. Click Customize Form to change the content, appearance, or placement of:
  5. Click OK to close the Simply Form Designer.
  6. Click OK.

To select 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 the form that you want to modify.
  3. Under the Printer form settings section,select the User-defined option.
  4. Click Browse.
  5. Select the file you want to use and click Open.
  6. Click Customize Form to change the content, appearance, or placement of:
  7. Click OK to close the Simply Form Designer.
  8. Click OK.

What do you want to do?

Modify a Custom Form for cheques

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

Modify a Crystal Reports form

Select the default form for e-mailing transactions

Learn about the Simply Form Designer