Customise Forms is greyed out

[Actyve]

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?

[Melisa_D]

Hi @Actyve, 

Are you still having issues with this ? If you are, can you please clear your AccountRight cache. Once cleared can you try again ? 

Do let me know how you go. 

[Actyve]

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

[gavin12345]

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]

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,