Adding user defined fields to the address book

Quick Tips	Tutorials
How to upgrade to a new CRM-Express version? How do I setup CRM-Express for simultaneous users? 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	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

Tutorial 7 - Setting up invoice layout

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

From CRM-Express Main Window click on Form Designer

The Form Designer will open which looks like this

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

After modifying you can save the invoice under another name.