Invoices

[designerpave1]

Hi

I operate a single business under 2 different trading names, which have the same ABN and bank account .

How do I set up invoices to have different logos and trading names.

Thanks in advance for your help.

[Albare · Accepted solution]

From the "Command Centre", click on "Setup" menu tab, "Customise Forms".

Let's assmume you want to create an Invoice Form.

Click on "Invoices" on the left menu bar.

Click on the type of invoice, Service, Item etc... and select "Customise"

Choose one of the invoice forms available, for example "Plain Paper Invoice".

Edit the form as you wish, importing a company logo etc... (it's a bit like creating a page in MS_Word but obvioulsy vastly scaled down edit options.

Choose "Save As" naming the form e.g. "1-Invoice:

You can then re-edit the same form changing the company name, logo, contacts etc and Choose "Save As" , creating a different form name, say "2-Invoice".

You just have to remember which form to choose when printing an invoice and you can alter this each time you print, or you can set the default invoice form for each client in the "Customers Card information" file under "Selling Details", choosing one of your customised forms in the drop down list next to "Printed Form:"

Hope that helps.