Forms

In this window you can upload an image file with your logo. This logo will be used on all external customer forms. The logo needs to be in either .jpg, .gif, or .png format. For optimal appearance of the logo on all forms, it should have a proportion of 4:1 (width:height).

1. Click the link Click here to upload image....
2. In the Upload file dialog box, click Choose file and go to the folder on you computer where you have the image file you want to upload.
3. Click Upload.
4. You see the uploaded image. If you have uploaded several images, you can browse through them via Prev and Next.
5. Click Select when you see the image you want to use.
6. In the bottom part of the window, click Next to go to the next step.

You can define which fields to display on the different forms. You can adapt one form at the time. If you want to change several forms, you need to repeat the steps below. If you have already created invoices, dunning letters and customer statements, the system displays a preview in step 5 below.

1. Choose the Form category.
2. Choose the Form type.
3. Click to select the fields you want to use on the form. By default, all the fields are selected.
4. In the bottom part of the window, click Apply.
5. Depending on whether you have created the form before (for example, if you have released an invoice), you will see a preview or get a confirmation message.
   1. Preview: Click Done or Edit next form, depending on what you want to do next.
   2. No preview: Click Next or Finish, depending on what you want to do next.