How to create a custom Transaction Body Field
1. Go to Customization
2. Click Lists, Records & Fields
3. Click Transaction Body Fields
4. Select New
5. Enter in a Label. Eg. Australian Company Number
6. Uncheck Store Value
7. Select Type as Free-Form Text
8. Click Save
How to locate the PDF Layout to Edit
1. Go to the Transactions drop down
2. Click Sales
3. Select Create Invoices
4. At the top of the New Invoice, Click Customise and select Customise Form
5. Take note of the form listed in the PDF Layout drop down. In this example for an Invoice, the PDF Layout form being used is Tax Invoice – (Sales Order)
Note: You can repeat the same steps on a different form, in order to find out the PDF Layout that is being used.
How to Edit a PDF Layout
1. Go to Customization
2. Click Forms
3. Select Transaction Form PDF Layouts
4. Select Edit adjacent to 1 JCurve Tax Invoice Layout (or your specific form)
5. Click Add Custom Element
6. Under Choose Element(s) select Australian Company Number
7. Rename the Element Name. eg. ACN
8. Rename the Element Text. eg. ACN: 123 456 789
Note: The text entered here will appear on the Invoice
9. Select OK
10. Drag and resize the ACN element on the form in to the desired position
11. Click Preview to check how the ACN element will appear on the Invoice
Note: The ACN will only show when viewing an actual Invoice.
How to view an Invoice to check the ACN field is displaying correctly
1. Go to the Transactions drop down
2. Click Sales
3. Select Create Invoices
4. Select List
5. Click View next to an Invoice
6. Click the Print Icon
7. Check the ACN prints correctly on your Invoice
