Common Report Changes
8 articles
Copy a Transaction Print Template (Web Report Designer)How to copy a Estimate/Invoice/etc. template in the Web Report Designer
Copy a Transaction Print Template to Another AccountIf you create a customized print template in the web report designer, you can copy it to another Method:CRM account.
Resize Your Logo in the Web Report DesignerChange the size of your logo in transaction print templates using the Web Report Designer
Add a Line Item Column in a Transaction Print TemplateHow to add another column in invoices, estimates, sales orders, sales receipts, print template.
Add a Custom Field to a Transaction Print TemplateHow to add a custom field in the web report designer to an Estimate/Invoice's print template.
Create an Item Report by CustomerA guide on creating a report to track items by customers.
Create an "Invoices by Customer Report" in the Web Report DesignerA guide on creating a report to track invoices by customers.
Create a T&C page at the end of a Transaction PrintoutCreate a Terms & Conditions page at the end of a transaction printout, such as an estimate.