Edit a debtor invoice template

How do I edit an Invoice Template?

Step 1

• Click on the Debtors toolbar option
• Click on the Setup tab
• Click on the Invoice Template button  

Step 2

• Select the invoice template that you wish to edit by clicking on it
• Click on the Edit Layout button
• If you have been sent a new layout by Practical Systems staff, you may wish to add a layout.

Step 3

• A Fast Report window will now appear
• Use the tools on the left hand side of the window to edit the invoice layout as you wish
• Use the mouse to drag and resize boxes

Step 4 - Example

• If you wish to change any text that you would like to appear on ALL invoices using this template, you can double-click on text and edit its contents.
• Then click on the OK button
• Save your changes and close the Fast Report window.