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Setup

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.
  1. Select
    Setup
    , then
    Custom Formats
     to open the
    Custom Formats
     screen.
  2. Add a new format by doing 1 of the following:
    • Select
      Add Document
      on the toolbar, then select the type of format you want to add, for example, invoice, statement, report, label, or letter.
    • Right-click in the
      Custom Formats
       list, then select
      Add
      .
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

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:
  1. Select
    Setup
    , then
    Custom Formats
    .
  2. In the
    Custom Formats
     list, expand the folder for the type of format you want to create. The
    Custom Formats
     screen separates available formats into the following categories:
    • Invoices
    • Statements
    • Reports
    • Labels & Letters
    For reports, labels, and letters, expand the subfolder.
  3. Select an existing format as a template for the new document.
  4. Right-click the selected format, then select
    Copy 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.
  5. Right-click the copy of the format you created, then select
    Edit
    .
    note
    You can change the name of the new format using the
    Format Wizard
    . On the toolbar, select the magic wand icon.

This article applies to:

  • Product: Practice CS
  • Subject: Setup