Customize Forms

Forms, e.g., checks, invoices, packing slips and shipping labels, statements, receipts, purchase orders, can be customized. To customize a form, select Setup > Customize Forms. Forms (paper) referenced below are available from Acclivity's Checks and Forms web site: http://www.accountedgechecks.com, or by calling 800-878-0370.

Additional information is available in the AccountEdge Help files:

US Mac

US Windows

Canada Mac

Canada Windows

International Mac

Checks and Check Stubs

• Laser/Inkjet Check#953L (953): Prints one check and two stubs per page (check on the top of the page with two stubs underneath it). The paper size is 8.5" wide by 11" long.
• Laser/Inkjet Check#960L (960): Prints one check and two stubs per page (check on the top of the page with two stubs underneath it). The paper size is 8.5" wide by 11" long.
• Laser/Inkjet Check#971L (971): Prints one check and two stubs per page (check on the top of the page with two stubs underneath it). The paper size is 8.5" wide by 11" long.
• Continuous Feed Check#960: Prints one check on top with the corresponding stub below, then another check and corresponding stub. The paper size is 8.5" wide by 14" long. The form size is 8.5” wide by 7” long.
• Laser 3-up Check: Prints three checks per page no stubs. The paper size is 8.5" wide by 11" long.

(Note: Details about the check forms referenced above are available at http://www.accountedgechecks.com.)

If you have selected a check with stubs, the type of stubs available are as follows:

• Regular Check Stubs are created with checks written in the Spend Money window
• Payable Check Stubs are created with checks written in the Pay Bills window.(AccountEdge and Premier only)
• Refund Check Stubs are created with checks written in the (Sales) Settle Returns and Credits window
• Payroll Check Stubs are created with checks written in the Pay Employees window.(AccountEdge and Premier only)

Deposit Slips

Pre-printed deposit slips for use with the Prepare Deposit Slip feature of AccountEdge are available from Acclivity's Checks and Forms web site: http://www.accountedgechecks.com, or by calling 800-878-0370.

Invoices, Packing Slips And Shipping Labels

• The Plain Paper Invoice: Prints one invoice per page. The paper size is 8.5" wide by 11" long. It also prints your company name and address. It also prints lines and boxes in some places on your invoice.
• Pre-Printed Invoice#157L: Prints one invoice per page. The paper size is 8.5" wide by 11" long. It does not print your company name, company address or boxes and lines on the form.

Statements

The types of statements are:

• Invoice Statement: Lists all open sales with their current balance due.
• Activity Statement: Lists all sales transactions (invoices, payments and credit invoices) that involve a customer within a desired date range.

The forms to choose from are:

• The Plain Paper Statement: Prints one statement per page. The paper size is 8.5: wide by 11” long. It prints your company name and address. It also prints lines and boxes in some places on your statement.
• Pre-Printed Statement: Prints one statement per page. The paper size is 8.5" wide by 11" long. It does not print your company name, company address or any boxes on the form.

Receipts

To customize a receipt select Print Receipts from the Sales Command Center. There are two types of receipts to choose from:

• Credit Card Receipt: Prints two receipts per page. The form size is 8.5” wide by 5.5” long. The paper size is 8.5” wide by 11” long.
• Payment Receipt: Print one receipt per page. The paper size is 8.5” wide by 11” long.

Purchase Orders:

To customize purchase orders, open the Purchases Command Center then select Print Purchase Orders. Choose the Purchase Order format you want to customize from the form layout at the top of the window. Next to 'Selected Form for Purchase' at the bottom of the screen, choose the Purchase Order format that most closely matches your form (Pre-Printed or the Plain Paper). Select Customize.

• Plain Paper Purchase: Prints one purchase per page. The paper size is 8.5" wide by 11" long. It prints your company name and address. It also prints lines and boxes in some places on your invoice.
• Pre-Printed Purchase: Prints one purchase per page. The paper size is 8.5" wide by 11" long. It does not print your company name, company address or any boxes on the form.

Customizing

Working with the Tool Bar (Mac)

The Tool Bar appears in every form’s Customize window: The Tool bar consists of 8 buttons. There are text labels below each button.

1. Fields Click to open the Add Fields window, where you can select the data fields you want to insert. You can also select an option to include headers with each element or column you add to your form. When you have finished selecting fields, click Add. The fields will be added to the form.
2. Text Click this icon to insert a text field.
3. Image Click this icon to insert a picture field. The Open window appears. Find and select the image you want to insert an click Open. (You can paste a graphic in PICT file format into a form.)
4. Shapes Click this icon and choose the shape you want to insert on the form.
5. Front Click this icon to position a selected element in front of another element on the form.
6. Back Click this icon to position a selected element behind another element on the form.
7. Print Click this icon to open the Print window, where you can preview and print the form.
8. Format Click this icon to open the Format window, where you can modify element and form properties.

Working with the Tool Bar (Windows)

The Tool Bar appears in every form’s Customize window: The Tool bar consists of 11 buttons. There are no text labels on the buttons, however if you place your mouse over the tool bar button, a Tooltip will be provided with information. The tool buttons, left to right are:

1. Add New Data Field
2. Add New Text Field
3. Insert Graphics/Picture
4. Insert Rectangle
5. Insert Line
6. Undo
7. Send to Back
8. Bring to Front
9. Change Fonts
10. Form Preview
11. Print Preview

Note:The Layout drop-down menu at the top right of the customize screen is available for Check formats, only.

• Add New Data Field Tool: This tool is used for adding data fields. To add a new data field, click on the 1st icon on the tool bar, and select from the list. You can search alphabetically from the list. You can only add the datafields that are on this list. Warning: Some fields are linked to specific invoice/purchase line information, such as description, amount, job number, and sales tax. These fields are "linked" together vertically so that they can be moved independently right or left but not up or down.
• Deleting Fields: To delete any field, click the field and either press the delete key or right-click your mouse and select delete. The field will still be on the datafield list if you choose to add it back.
• Add a New Text Field Tool: This tool is used for adding text fields. To add a new text field, click on the 'T' from the tool bar, then click into the form where you want the text field to be located. A text box will appear. Double-click inside the text box to bring up the Field Properties screen. On the Layout Tab, enter your text and any adjustments to field size and location. You can also change the font by selecting Text Properties. Background color for the text field can also be added by selecting the background colors button.
• Adjusting Field Size: When you select a field, a rectangle appears around it. 8 small squares, called "handles", appear on rectangle, indicating where you can use your mouse to pull or drag the handle. When you select a line, the handles appear at either end. Another way to change the size of a field or a line is to double-click your selection and change its size in the Field Information window.
• Copying and Pasting Fields: To copy a field, select it and choose Copy from the Edit menu. To paste the field, choose Paste from the Edit menu. Fields can be copied and pasted within a form. You cannot, however, copy a field from an invoice and paste it into a check form.
• Insert Graphics/Picture Tool: This tool is used to paste a graphic onto a form.
• You can paste a graphic in a BITMAP file format into a form.
  First, copy the graphic to the Clipboard. In the customize window in the program, click once on the graphics tool in the form’s Customize window, then click on the form where you want the graphic/logo to print. A picture frame will appear. Double-click on the picture frame icon. This will open the Picture Field Properties window. Click LOAD and find the PICT or BITMAP file on your computer. The graphic appears. You can adjust the location and size of the picture field in this window.
• Insert Rectangle Tool: This tool is used to draw rectangles on a form.
• Drawing A Rectangle: To draw a rectangle on a form, click the rectangle tool and click the location on the form where you want the upper left corner of the rectangle to appear; a handle appears. Drag the handle to the location of the lower right corner of the rectangle you want to create. The size of the rectangle can be changed in the same manner as a field.
• Insert Line Tool: This tool is used to draw horizontal and vertical lines on a form.
• Drawing A Line: To draw a line on a form, click the line tool and then click the location on the form where you want the line to begin; a handle appears. Drag the handle to where you want the line to end. You can change the location and size of the line with the pointer or in the Field Information window.
• Undo Tool: This tool 'un-does' the last customization operation in this customization session.
• Send to Back Tool: This tool sends the selected field to the back.
• Bring to Front Tool: This tool brings the selected field to the front.
• Change Fonts Tool: To change the font for a field, double-click the field and change the font, style and size in the Field Information window.
• Form Properties Tool: The Forms Properties window displays two tabs; the Layout tab and the Options tab. In the Layout tab you will set up the paper and form size. In the Options tab you will select the options available including the margins.
• Print Preview Tool: You can preview the form you're modifying in the Customize window by clicking the Preview button, the right-most button on the toolbar. The form you're customizing appears in the Print Preview window. Change the zoom percentage in the zoom window to view a portion of the form in greater detail.

If you double-click in a field, the Format (Form Properties) window will open. There you can adjust field sizes, fonts, etc. If you double-click on the form, but not in a field, you will open the Format (Form Properties) window for the form itself.

Saving Your Customized Form: When you finish customizing your form, click on the Save Form or Save Form As button. Name your form, then click OK.