Editing invoice template

Prophet 21
1

Question - is there a way to add to our existing invoice template a line describing FINANCE CHARGE terms

2

Hi Jim

There’s a few steps in modifying Crystal forms.

  1. Edit the form named form_user.rpt (create a copy using form.rpt as the source if this doesn’t exist).

  2. Add the fields. If the fields do not exist in the available fields you probably have to add them to the Custom Datastream in P21. This takes SQL knowledge. After adding them to the Datastream add them to the form_user.xsd file.

  3. Refresh the database connection in Crystal to have the fields appear in the fields list.

  4. Profit :slight_smile:

You can do a lot of great things to the forms if you’re creative and have some SQL or Crystal experience.