We understand that every business has unique needs when it comes to printing forms. That's why we offer the ability to customise the layout to suit your specific requirements.
How to Customise the Layout
From the sales record follow the process of printing a form. In this example, we have chosen the Account Sale Statement and this is the form we are going to edit
Before printing, select Preferences
To begin, untick "Use Default Settings". This allows you to start formatting the document.
Where does each section appear on the form?
It is important to know where each section is located. This can help you navigate the form more easily and ensure that you are adjusting the relevant area.
Transaction Title
The transaction title is usually located at the top of the form. It typically contains the title of the form.
Optional Message
The optional message typically contains a small message to display however it can be left blank if it is not required
Client Address
The client address is set to the left-hand side and is typically displayed as an A4 letter setting
Company Address
The company name and address are set to the right-hand side. You can choose to display the trading name, company name or both
Reference Block
The reference block contains information such as the date and ABN and is generally displayed under the company name and address.
You can also adjust where the middle section (body) is positioned
Along with where the Footer (in this case the remittance advice) is positioned from the bottom of the page
How to Update Your Remittance Advice
From the print preferences page, open the remittance section. There are multiple formats to choose from, for example, adding a credit card section
Adding a disclaimer will display at the bottom of the remittance advice
How to Change Default Settings for Email Body
When emailing the Account Sale Statement, the body of the email is the main content that your recipients will see. By default, the body of the email may have certain settings that you may want to change.
Step 1: Open the Email Editor
The default merge fields are displayed below
Step 2: Update with Additional Merge Fields
Merge fields allow you to personalise your emails with information specific to each recipient. In addition to the standard merge fields, there are additional merge fields available that can be viewed by selecting "Field Descriptions".
Forms within Zenu Trust can be emailed to multiple parties
Changes to Forms
When working with forms, it's important to understand that any changes you make in the Position Settings, Remittance, Disclaimer & Email Body will only affect that specific form. This means that if you make changes to one form, it will not affect any other forms within Zenu Trust.