Most companies prefer having their company logo printed on the documents they send out.

Using the Forms Assistant, you can add your business logo or change the colour scheme of your Statements and Invoices yourself.

  • From the menu bar select Utility… Forms Assistant

Click on the Next button.

  • On the next screen, select the option under Documents or Statements you would like to customize.  For this example, we will choose Emailed and PDF Documents.
  • Click Next to continue.
  • From the drop down under New Form Layout, select a new form layout.
  • The selected form will display under the New Form Layout heading.  If at a later stage you want to revert back to a previous form, click on the drop down under Current Form Layout and select the previous form.
  • Click Next to continue.
  • On the Insert Picture screen, click on the Browse button and search for a logo or picture to insert into your document.
  • Click Next to continue.
  • The previous and new form will be displayed.  If you are happy with the form, click on the Process button.
  • Click on the Finish button to complete the process.

You can return to the Forms Assistant to Modify a form or to Restore a form.

If you select Modify a form, you can update your form’s colour or logo.

Selecting Restore a form will display the Backed-Up Forms and you can select the form to restore from the drop down.

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