Create custom formats
You can create new reports, invoices, statements, letters, and labels based on the standard formats that come with Practice CS to fit your firm's needs.
Add a new format
To create a new custom format, follow these steps.
- SelectSetup, thenCustom Formatsto open theCustom Formatsscreen.
- Add a new format by doing 1 of the following:
- SelectAdd Documenton the toolbar, then select the type of format you want to add, for example, invoice, statement, report, label, or letter.
- Right-click in theCustom Formatslist, then selectAdd.
After you add the new format, the
Format Wizard
opens automatically. note
You can also add a custom format by copying an existing format and then editing it.
The Format Wizard
Format Wizard
To create custom formats, first use the
Format Wizard
to enter a name for the new format. You will then need to select additional information, depending on the type of format you are creating.Select
Next
and Back
to go through the Format Wizard
. When you're finished, select
Finish
to close the Format Wizard
and then go to the Custom Formats
screen.Copy existing formats
Another way to create a new custom format is to copy an existing format.
To create a copy of an existing custom format:
- SelectSetup, thenCustom Formats.
- In theCustom Formatslist, expand the folder for the type of format you want to create. TheCustom Formatsscreen separates available formats into the following categories:
- Invoices
- Statements
- Reports
- Labels & Letters
- Select an existing format as a template for the new document.
- Right-click the selected format, then selectCopy Format. A copy of the format appears in the list, with a number in parentheses after the name. For example,Invoice Format (2)to indicate which copy it is.
- Right-click the copy of the format you created, then selectEdit.noteYou can change the name of the new format using theFormat Wizard. On the toolbar, select the magic wand icon.
