Customising forms

Forms > Customising forms

Customising forms

You can change the look and content of printed cheques, remittance advices, invoices, pay slips, packing slips, labels, statements, bills and mailing labels. You can also change the size of a form, add text labels, draw lines and boxes, paste graphics on the form, move fields, change the size of fields, and more. Then you can save your customised stationery so that you can select it when you print or email the form.

caution : Changing the layout of tax forms

The layouts of tax forms such as P14s and P60s are designed to align with fields on pre-printed HMRC forms. If you customise the layout of these forms, data may not align correctly with the fields when you print.

If more than one user is accessing a company file, you should:

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Create custom forms in the Forms folder on the host computer on which the company file is stored

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Copy any custom forms from the host computer to the Forms folder on each workstation that accesses the company file.

caution : Back up forms stationery

Back up the Forms folder before customising any forms so you can always revert to the originals.

Complete the following steps to create, save and print your customised forms.

Task
1	Display the form
2	Set up form properties
3	Adding and editing elements
4	Preview the customised form
5	Save the customised form
6	Print the customised form

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Changing the default fonts on forms

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