---
title: "Forms"
description: "In Assisted setup for Forms, you can add a logo and choose the fields that are displayed on all invoices, dunning letters and customer statements."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/getting-started/assisted-setup/forms/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/getting-started/assisted-setup/llms.txt


# Forms

Last modified February 19, 2026

> In Assisted setup for Forms, you can add a logo and choose the fields that are displayed on all invoices, dunning letters and customer statements.


## Assisted setup

## Select logo

In this window you can upload an image file with your logo. This logo will be used on all external customer forms. The logo needs to be in either.jpg,.gif, or.png format. For optimal appearance of the logo on all forms, it should have a proportion of 4:1 (width:height).

1. Click the link **Click here to upload image...**.
1. In the **Upload file** dialog box, click **Choose file** and go to the folder on you computer where you have the image file you want to upload.
1. Click **Upload**.
1. You see the uploaded image. If you have uploaded several images, you can browse through them via **Prev** and **Next**.
1. Click **Select** when you see the image you want to use.
1. In the bottom part of the window, click **Next** to go to the next step.

## Choose form and fields

You can define which fields to display on the different forms. You can adapt one form at the time. If you want to change several forms, you need to repeat the steps below. If you have already created invoices, dunning letters and customer statements, the system displays a preview in step 5 below.

1. Choose the **Form category**.
1. Choose the **Form type**.
1. Click to select the fields you want to use on the form. By default, all the fields are selected.
1. In the bottom part of the window, click **Apply**.
1. Depending on whether you have created the form before (for example, if you have released an invoice), you will see a preview or get a confirmation message.

    1. Preview: Click **Done** or **Edit next form**, depending on what you want to do next.
    1. No preview: Click **Next** or **Finish**, depending on what you want to do next.

You can edit the report forms any time by opening the report you want to edit and by clicking **Edit report**. It opens the report form in the **Report Designer** where you can add, delete, move, and resize the report columns, change the report font, and preview the edited report.


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[View this page](https://docs.vismasoftware.no/visma-net-erp/getting-started/assisted-setup/forms/)