How to customise the invoice group form without any existing invoice groups?

AI generated answer (using internal Slack threads):

To customize the invoice group form without any existing invoice groups, you can follow these steps: 1. Copy the form you are currently using for invoices. 2. Add the new print form to the copied form. 3. Save this new invoice form. 4. Toggle between the forms when you bring your customers up and select the new form with the printout format every time you select that “special” customer. If you need to change the custom form for existing invoices, you can use a CSV update process. However, if the form change is not being kept, it might be due to the roles that are accessing these invoices. These roles might be defaulted/restricted to certain forms, so regardless of what form you use on the import they're going to see the form they have set on their role. You can think of the form as a window through which you view a record. The record is the same and you can view it through as many different windows as you want, unless you've explicitly stored the form with the record. To change the form that is viewed, you need to edit the role of the people accessing these invoices. On the Forms tab, make that form either preferred (if you still need them to be able to use other forms) or restricted (if that's the only form they should be using). If the new form is only to be used in special cases and can't be set as preferred, you can create a workaround: 1. Create a saved search to identify the specific Invoices. 2. Create a "scheduled" workflow - use the saved search to call the record and set the custom form. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******

Do you want to do customization through scripting?

Customise the form, as in move fields around 😄

That's easy