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Table of Contents

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Entry Forms

Customer

Vendor

Default Forms, Required Fields

Sales Transaction Forms

Invoice

Credit Memo

Journal

Default Forms, Required Fields

To modify a transaction form and assign the PDF layout:

  1. Go to Customization > Forms > Transaction Forms

  2. Click Edit next to the transaction form.

  3. On the PDF Layout drop-down field, select the template.

  4. Click the Save As button.

Purchase Transaction Forms

Bill

Bill Credit

Journal

Default Forms, Required Fields

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