Basic Layouts for Transaction Forms
You can create basic layouts for your custom transaction forms. Basic layouts include labels above information and a black background.
To define whether to print using PDF or HTML, go to Home > Set Preferences. On the Transactions subtab, check or clear the Print Using HTML box, and click Save.
In a future release, basic layouts will no longer be supported. We encourage you to use Advanced PDF/HTML Templates instead because new features are added exclusively to advanced printing.
To create a basic custom layout, go to Customization > Forms > Transaction Form PDF Layouts or Customization > Forms > Transaction Form HTML Layouts, and click Customize next to a layout. Make your changes and click Save. You can choose default layouts to apply to one or more types of forms by checking boxes in the Preferred column at Customization > Forms > Transaction Form PDF Layouts or Customization > Forms > Transaction Form HTML Layouts, and clicking Submit, and clicking Submit.
For more details, see Customizing Transaction Form PDF Layouts and Transaction Form HTML Layouts.
For information about advanced PDF/HTML templates, see Advanced PDF/HTML Templates.