For design format for transactions (e.g: Customer Invoice, Sales Invoice, Payment Voucher format and etc...)
Example: Design Sales Invoice format
1) Go to Sales > Sales Invoice
2) Go to Task tab > Click Design
3) Double Click the format that you want to design
4) Change the Display Name that you want > Click Create
5) Report Designer is opened.
For design format for Reporting (e.g: General Ledger Reports, Customer Reports, Supplier Reports format and etc...)
Example: Design Sales Invoice Listing format
1) Go to Views > Reports > Sales Reports > Master Reports > Sales Invoice Listing
2) Click Design
Follow Step 3 to Step 5 as above
Notes:
After done to design the layout that wanted, can click Save button to save and system will overwrite the existing format.
If you wish to Save as a New format without overwrite the existing format, you may click on Save As button to save as a new format
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article