You can change your layouts, such as add your company logo and bank details, or create a completely bespoke design. Let's do this now.

You can make basic changes such as adding your company logo and bank details, or create a completely bespoke design.

When using Report Designer we recommend you Choose your invoice or credit note layout that's close to what you want and edit that, rather than creating a completely new one. You can save the layout as a new file so you still have the original document, plus your newly amended one.

Open and save your document

1. Click Invoices and Credits.
2. Click any invoice, credit or order record, then click Print.
3. Click Layouts.
4. Choose your invoice or credit note layout you want to change then click Edit.
5. On the menu bar click Report, then click Report Properties.
6. Enter a new report name and description, then click OK.
7. On the menu bar click File then click Save As.
8. Enter a new file name, then click Save.