To install Custom Forms, please follow the steps outlined below. We suggest reading all instructions before starting the install:

  • Save the attached ‘CustomForms.ex1’ file - looks like this:to to your MAIN Synergy computer (generally this is the one you use for backing up your Synergy programme).
  • You can just save it to the desktop, to make locating the file easier.
  • Once you have saved it, locate the file on your computer (if you have saved it to the desktop, it will be on your main screen), right click the file and select ‘rename’
  • Rename the file to CustomForms.exe, the file will turn into this:
  • Double-click the file and you should see the following window:

  • Click ‘Unzip’ and you will see the following window:

(The file will automatically install the custom forms to the correct folder within Synergy.)

  • Click ‘OK’
  • Click ‘Close’

Installation is now complete and you should be able to now use your custom forms.

 

Please note: If this is the first time you have had custom forms, you will need to change the default settings in Synergy so the correct forms are used.

In your Synergy programme, select:

  1. ‘Company/Setup’
  2. ‘Accounts Receivable’ tab
  3. ‘Configure Module’
  4. Select the ‘Forms’ tab along the top of the box that pops up
  5. In the printing box down the bottom, change the default to ‘Custom Invoice A4’ etc for the custom forms you have
  6. Save

This will ensure when it comes to printing or emailing invoices etc, that they will be used and not the standard Synergy ones.

For Accounts Payable Custom Invoices:

For Custom Reminder Letters:

Company Setup – Accounts Receivable Tab - Reminder Text – Select a Reminder and click Edit.

The ‘Edit Reminder Text’ box pops up, change the Type of Letter/Card to Custom Reminder - Save