How to customize the "billing Master Form" in ATX

[TAG]

I've spent the last 2 hours trying to customize the "Billing Master

Form". My ATX has been down for the past 3 hours-I've not been able to

access the knowledge base.

All I'm trying to do is put more space between the "From:" and the "To"

address on the invoice so that both addresses show through window

envelopes.

Anyone have an easy solution?

Thanks.

[RoyDaleOne]

I found the master billing form by

Return Manager

Forms

Customizer Forms

Select Billing Invocie from list (I had to do this twice)

Click on from:

You should see the cell command in the command window

Exit the command to include some spaces at the staet of "Form" to " Form"

etc

good luck

I did not test the changes.

[TAG]

I found the master billing form by

Return Manager

Forms

Customizer Forms

Select Billing Invocie from list (I had to do this twice)

Click on from:

You should see the cell command in the command window

Exit the command to include some spaces at the staet of "Form" to " Form"

etc

good luck

I did not test the changes.

[TAG]

Roy, Thank you for the response.

I know how to find the "Billing Customized Master Form".

When I print ATX Invoices: They print:

FROM: (me)

x

TO: (client)

There is not enough space between the "FROM:" to the "TO:" to be viewed in a double windowed mailing envelope.

I need to know how to space (what to do) to the "Billing Customized Master Form" to get the invoice to print:

FROM:

x

x

x

x

TO:

[michaelmars]

add a line as you would in an excell spread sheet or make the blank line bigger

[RoyDaleOne]

Select the billing invoice

The tabs across the bottom select invoice

The invoice displayed in two ways. I way I could edit the form

this appeared as if a preview screen of the output.

Then I was able to get the form up to edit in the spreadsheet manner

after clicking on or selecting the TO; cell, A5

the formual showing is "=IF(TRIM(PrepInfoBox)>"0","FROM:","")"

I was able to add spaces before the To in the cells formual display.

=IF(TRIM(PrepInfoBox)>"0","____FROM:","")

________________________^ spaces added here in side the quotes.

Note the spaces did show up correctly so I changed them to _.

The other cell is A10 the bill to has no formual so try added spaces in front.

I did not test the changes but they may should work.

[Byron]

Easiest way is to change the row height:

Go to cell A9

Find the menu near the top of the screen, click "Tools"

Pick "Form Tools"

Pick "Format Cells"

Pick "Row Height"

Change the measurement

[RoyDaleOne]

Wow, I miss read the request thinking you wanted

to space in from edge of the paper.

Sorry about that.

Use Bryon suggestion.

[redux]

Roy, Thank you for the response.

I know how to find the "Billing Customized Master Form".

When I print ATX Invoices: They print:

FROM: (me)

x

TO: (client)

There is not enough space between the "FROM:" to the "TO:" to be viewed in a double windowed mailing envelope.

I need to know how to space (what to do) to the "Billing Customized Master Form" to get the invoice to print:

FROM:

x

x

x

x

TO:

Once you have the system open to "customize" the form...you should see the form as an excel spreadsheet. At the top of the spreadsheet there is a toolbar...one of the items on that tool bar is to "Insert" rows...another would be to "Insert" columns. Highlight the row below the "from" address...which is row 22 in my form. Then click the appropriate "insert" row button as many times as you want to add rows. Be sure to "save" the form when exiting.

[TAG]

How I customized the “Billing Customized Master Form”

It’s far from perfect, but at least now it will show both the FROM: address and the TO: address in my double windowed envelopes.

Open the “Billing Customized Master Form”.

Go to the “Invoice”.

Place your cursor on the numbered row column until the cursor shows the drag arrows.

Drag the space down until you get it where you need to.

Save “Billing Customized Master Form”.

Test it.

Customizing the Master Form has always been a major PIA for me.

Thank you to all of you who helped me.