Tips and Tutorials
Tips Tutorials
How to upgrade to a new CRM-Express version?
How do I setup CRM-Express on a network??
How do I add product images to Quotes, Orders and Invoices?
How do I search in CRM-Express?
How do I setup multiple calendar views?
How do I assign a user name and password to an address book?
How do I setup a new view in CRM-Express?
At a glance view
How to setup synchronization
Running synchronization
Using Dropbox with CRM-Express
Using Microsoft SkyDrive with CRM-Express
Creating the address book
Setting up the address book options
Adding contacts to the address book
Adding user defined fields to the address book
Creating and adding products
Creating and adding products - Continued
Setup Email for invoicing
Setting up invoice layout
Creating and emailing pdf invoice
Receiving and allocating payments
Adding custom fields to the address book
Setting reminders
Using reminders

Invoice layout setup - Tutorial 7


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

From CRM-Express Main Window click on Form Designer

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The Form Designer will open which looks like this

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Click on Open on the toolbar and select an Invoice to modify
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After modifying you can save the invoice under another name. That concludes our invoice layout setup.
 
To create a multi currency invoice, just select foreign currency in the invoice editor
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