Tutorial 7 - Setting up invoice layout

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Tutorial 7 - Setting up invoice layout
 

 

In this lesson we will customize our invoice to suit our specific needs.


1. From CRM-Express Main Window click on Tools and then Form Designer


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The Form Designer will open which looks like this


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2. Click on Open on the toolbar and select an Invoice to modify

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3. After modifying you can save the invoice under another name.