Exporting a custom invoice format

If your firm is using only one database, custom invoice formats that you create automatically appear in the Invoice Format List window for employees whose security settings allow them access.

You need to export a custom invoice format only when you want to share it with others who are using a different database.

To export a custom invoice format:

1. From the Setup menu, click Invoice Formats.
2. Click the custom invoice format that you want to export, and click the Export button.
3. In the File Name field, type a name for the file that will contain your custom invoice format.
4. Click Save.

See also

Importing a custom invoice format