Summary of Steps:

  1. From Accounting Home navigate the the PDF Formats Tab.
  2. Select the format you wish to Edit and click the Edit button. The Following 6 Forms sjhould be available to you upon installation:
    1. Product Billing
    2. Service Billing
    3. Outstanding Statement
    4. Activity Statement
    5. Purchase Order (If Orders and Inventory is installed)
    6. packing Slip (If Orders and Inventory is installed)
  3. Update the Company Information with your billing address
  4. Update your logo on the form by deleting the Accounting Seed image in the rich text box. Click the image icon to add a new image.
  5. Click "Save"
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