Print Format Builder

The Print Format builder helps you quickly make a simple customized Print Format by dragging and dropping data fields and adding custom text or HTML.

The 'Standard' Print Format is created by default, it cannot be edited.

To access the Print Format Builder, go to:

Home > Settings > Print Format Builder

Or via a document.

1. Using the Print Format Builder

1.1 Via the menu navigation

  1. Go to the Print Format Builder.
  2. Here you can edit an existing print format or create a new Print Format for a document type like Item, Quotation, etc.
  3. Let's see how to edit an existing Print Format in this section. To know about creating a new Print Format, see the next section.
  4. Select the Print Format to edit.