Forum Discussion

FelicityP's avatar
FelicityP
Experienced Cover User
3 years ago

Customising Invoice Forms

Hi  All

 

I was wondering if there is an item invoice form that we would be able to customise and be more than one page.  We are wanting to add our standard terms and conditions at the end which on their own is already a page.

 

The forms I have customised previously are only one page, although if we do use more lines than on one page it goes to a 2nd page, but I don't believe this is what I want to achieve with the addition of our terms and conditions.

 

Any help would be greatly appreciated.

 

F

1 Reply

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  • CloverQ's avatar
    CloverQ
    Former Staff
    3 years ago

    Hi FelicityP 

     

    While AccountRight allows for the user to set fields on customise forms to appear on certain pages like the last page, it doesn't allow for the direct ability to customise a second page. It also doesn't allow a custom page to be attached to the form.

    Having said that, if you send invoices using the Edit Sales>>Send to>>Email... option, this window allows the user to add an external attachment, such as a PDF of those terms and conditions to accompany the invoice. 

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