Invoice customisation
I need to add provider numbers to my invoices. I can’t see an option to upload a template or where I could do this? Any suggestions!
Forum Discussion
Hi Stasis - thanks for your question, and sorry it's taken so long to get a reply!
There are lots of customisation options in AccountRight invoices, so I think the following solution should work for you.
First, you can set up a custom field in your customer or supplier cards to record their provider numbers. You can call the custom field whatever you like - it's just a new field in a card that allows you to store information that's not covered by any of the default fields in a card. Take a look at this help topic for more details on doing this: Custom card fields.
Then, you can customise the invoice form that you want the provider number to appear on. You'll need to add the provider number field (custom card field) that you've set up. You'll add this to the form as a data field - and you can place it wherever you want it to appear on your invoice. You can also add a text field with the text "Provider No." as a label next to the new field.
Take a look at these help topics which guide you through this process:
Add text and data fields to forms
When you send or print your invoices, just choose the customised form which now contains the provider number field - the number will be pulled through from the customer/supplier card and display on the invoice.
I hope this helps!
Adrian
