Designing Forms

As with QuickBooks you can design a collection of forms to use in different situations. Forms are not tied to a particular order type – you can use any form for an estimate, sales order or invoice.

CCRQInvoice provides a “standard” form that you can use, but it is expected that you will edit this form to fit your needs. Note that CCRSoftware provides a custom form design service for a reasonable fee – contact our sales department for details.

To create your own form, or modify an existing one, select Forms from the main CCRQInvoice menu, and then Edit Order Forms. The Edit Reports dialog will open, listing the “Standard” form (a built-in form) and listing any form templates that you have created.

To edit a form select it from the list and click Edit. This will open the form designer. Note that you can use the save as option to save the form under a new name. If you edit the “standard” form and want to save your changes you will always be asked for a new name.

Forms are stored in the common location that you defined when you installed CCRQInvoice, so that they are available to all users.

Details of how to work with elements of the form editor are found in the Report Designer chapter later in this document. You should review this information. We will discuss some details of how to use the report designer specifically for forms in CCRQInvoice here.