Home and Business 2021 - How do I add my company details to Invoice Template

PMP

I have the latest version of Reckon Home and Business on Windows 11.

I have selected the Company Address on the Invoice Form Designer.

Where do I populate the Company Address so that it shows on the Invoice?

Thanking you

Peter

Accepted answers

All comments

GerryWinter

goto

Forms Designer

Items

Properties

and fill in you address etc.

Robyn Kelly (Partner)

Click Business menu (top menu bar)

Invoices & Estimates

Design Forms

Create Invoice / Estimate

Make sure you are on the Invoice Default Layout

click the drop down arrow and click <Customise>

Tick Conmpany Address

Click the Arrows next to Company Address

Complete the company address information

Click OK

Click Layout (top left)

Click Save

PMP

Thank you to both Gerry and Robyn,

I was doing what you suggested, however, the data was not showing 'live' on the Template, so I didn't believe it was working. Found the print button which printed the Invoice correctly.

Thanks again.

Peter 😀