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JB2023's avatar
JB2023
User
2 years ago

Customising Invoices

Hi,

 

We are trying to customise an invoice and wish to add a field to be printed on our invoice with a consignment number or courier ticket number. We know how to add a field in the customise invoice area. There is no data field with this heading and when we create an item layout invoice there is nowhere to put this information. We are already using the Customer PO No, Salesperson, Comment, Ship Via and Promised Date boxes to input information that needs to be printed on our invoice. Is there a way to do this?

 

Thanks,

 

JB

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  • Steven_M's avatar
    Steven_M
    Former Staff
    2 years ago

    Hi JB2023 

     

    I assume the number would be changing each transaction. As such, you would be looking at using a field on the Enter Sales window to represent that particular number and then using that number on the invoice. It sounds like you do already use some of the fields. The only other one that I could think you could use would be Journal Entry. Using this field for this purpose would also show how the transaction is appearing everywhere in the software as well so it would have some downsides.

     

    The only other thought of the way you could do it would be when recording the invoice is to insert a header into the invoice table (Edit>>Insert Header). This could then contain a line like "Consignment number:#123456". This would be shown on the invoice be it in the actual invoice information and wouldn't impact other fields.