Forum Message

Customising Invoices

Hi
I am having trouble customising my invoice to how I would like it,
with date, hours worked, and totals - I can't seem to manage it, it
doesn't look like the template on your help screen - can you help?!
Jane


Posted by Jane Legg on Apr 28, 2009 12:55 PM BST

Hi Jane,

Sorry to hear you're having trouble. Can you tell me how far you got
with the help page? For example, can you open the Customise Invoice
window? If so can you change the word 'Quantity' to 'Hours'?

Thanks,


Posted by Mark McLaren (Solar Accounts) on Apr 28, 2009 1:40 PM BST

Hi Mark
Can;t find the customise invoice window? I am going into set up and invoice field names, maybe this is where I am going wrong?
Jane
Thanks for quick response, you guys are so impressive!


Posted by Jane Legg on Apr 28, 2009 4:19 PM BST

Hi Jane,

Yes it's the Invoice Field Names window (we changed the name of this window to 'Customise Invoice' in the latest version of Solar Accounts).

Under the Print As column you should see a row for 'Quantity' - click on the text and change this to 'Hours'. You should also see a row for 'Unit Price' - change this to 'Per Hour', then click OK. This should then update the invoice fields when printed. Note that you will have to enter the date as part of the description.

And we're glad you like our customer support! Please let me know how you get on.

Regards,


Posted by Mark McLaren (Solar Accounts) on Apr 28, 2009 5:30 PM BST

Thanks Mark, all done!


Posted by Jane Legg on Apr 28, 2009 6:59 PM BST

Glad to hear it!

Cheers,


Posted by Mark McLaren (Solar Accounts) on Apr 28, 2009 7:19 PM BST