Customise Forms is greyed out

Question

I need to verify and update some fields on my invoice form. I understand I should go to Customise Forms under the Set-up tab but this item is greyed out, so not accessible.

How do I access the invoice form?

Actyve · Answer

Thanks for the suggestion. I checked but it's not the issue.

The user is authorised to Customise forms.

What else could it be? I need to make changes to my company invoice template.

Thanks,

gavin12345 · Answer

Hi @Actyve

Is it possible your permission levels set for your userid do not allow you to customise forms? - check with file administrator if not sure.

Regards

Gavin

Actyve · Answer

I tried the instructions to clear the cache but they look incomplete. What is the next step after "open the file"??

I tried up to the steps shown anyway but the Customise forms menu item remains greyed out.

Pls advise.

Regards

Actyve