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Jim2® Business Engine Help File

Proforma invoice will be used for this example.


Go to Tools > Report Designer.


tools report designer


In the tree select Jobs > Jobs > Proforma Invoice. Select the Copy From Existing icon in the ribbon and change the name to New Proforma Invoice.


add text to report


Open the New Proforma Invoice report and select Label (the letter A in the image below). Click in the area on the form that you would like the text box to appear.


add text to report1



It's important to not delete fields/objects within reports – simply select the field, right mouse-click and untick Visible or colour the information white.


untick visible


Double click within the text box so that the wording becomes editable.


add text to report2


Type your message.


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From the file menu, click Save and then Close.


Now, when you preview the report New Proforma Invoice from within a job, your message is displayed as below:


add text to report4


Further information:


For more detailed information regarding Report Designer please refer to (copy and paste into a web browser).