AccountEdge University

Get the most out of AccountEdge for your business with our helpful videos and guides.

Videos Guides

Customize Forms

Guides Customize Statements

Customize Statements

Display the Statement

Go to Setup on the top menu bar, choose Customize Forms, and select Statements.
Select the statement type and layout you want to customize, and click Customize.

Statement Layouts:

Invoice
Activity
Retainer, Escrow, and Trust

Set up Statement Properties

Click the Properties button
Type the number you want to print per page
Select the required type of paper from the Paper list
Set the size and margins

You can also:

Make the grid visible in the layout, and select Show Grid. The grid is only used for customization and will not be printed.
Align the top and left margins of fields with the closest grid lines when repositioning them, and select Snap to Grid.
Change the spacing between the grid lines and select from the Grid Size menu.
Select a background graphic:
1. In the Background Options section, click Browse or Insert Background
2. Select the graphic file you want to use and click Open
3. Select the Display settings for the graphic

Add and Edit Statement Elements

Add, remove, or edit elements like text, graphics, and lines according to your needs.

To add a data field:

Click the Fields button
Select the required fields by clicking in the select column next to them. For a list of fields with descriptions, click here.
Click Add

NOTE: The bold fields in this list are currently being used on the form.

To add a text field

Click the Text button
Move the field to where you want by dragging and dropping or using your keyboard arrows
To add your text to the field, double-click it
Type your text in the field and click OK

To change the font in a data field or text field:

Select the data or text field you want to change
Click the Format or Change Fonts button
Make your choices in the Font, Font Style, Size, Justify, and Effects fields

NOTE: Every form in AccountEdge is assigned default fonts. You can change these default fonts if you prefer all of your forms to have a different font and font size than the default.

Go to the File menu and choose Default Fonts
Click Forms
Choose the font style and size for the printed characters on your forms
Click OK when you have finished

Preview the Statement

You can display a screen preview of your work during the customization process.

Click the Preview button on the toolbar
When you have finished previewing your work, click Close

Save the Statement

When you are satisfied with your changes, you should save the customized form.

If you want to create a new custom form containing your changes, click Save Form As. Enter a name and a brief description for the new layout and click OK
If you have modified a custom form you created previously, click Save Form