Standard Custom Forms
In this article you'll find a printed example for some of the common standard custom forms. Along with examples are links to download the installer for each custom form.
Note before beginning: If there is an existing form in your system with the same title as the form you are loading, the system will overwrite the old form with the new one. The name of the AVF file you download IS NOT the same as the name of the form. To be certain that you don't delete a form accidentally, it's always a best practice to perform a database backup prior to installing any forms or reports.
To install a custom form:
- Download the installer to your desktop (all custom form installers end with the extension AVF).
- Go to Administration ➤ Custom Forms.
- Open the Action Menu and choose Import Custom Form.
- Point to the installer that you downloaded in Step #1 and the form will be loaded.
This is the standard Sales Document form. Modifications can be made to this form to include support for Quotes, Orders, Invoices and Credit Memos.
This form will also work for Debit Memos.