The program comes with a number of different order and invoice form layouts to choose from. To see the different choices, simply open a new order (press Ctrl+N on your keyboard), and open the Options panel at the bottom of the order form screen if you don't already see it by pressing Ctrl+H on your keyboard or choosing the Show Options option from the Order pull-down menu at the top. The Options panel will show a Forms tab, a Service Categories tab, and a Scripts tab.
The Forms tab on the options panel is where you go to change to a different Form Layout. Simply click on the different forms in the list there and you will see the look of the form change. Once you find the form layout you like, you can set it as your default work order and/or invoice by clicking the appropriate button there on the right of the Forms tab of the options panel.
You can have two default form layouts, one that is your default Work Order layout (the form that will be used when you first enter an order and schedule it) and another that is your default Invoice form layout (the form that will be used after you mark the status as Done on an order). These can be set to the same form if you like, but commonly you may have a slightly different form for the invoice than the work order. It is up to you.
Be aware that when you change the status to Done on an order, the form layout will automatically change to whatever you have set as your default Invoice form layout.
To change which forms show in this list, you can right-click on the form in the list there and choose Remove from list. Also, you can always view all forms by checking the Show All Layouts box on the right.
Click here for more information on customizing form layouts.
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