Good afternoon
Hopefully somebody will be able to help.
I am hoping to be able to set up a pre-set message whilst creating invoices. For example if I wanted to make a note of a cash sale, being able to type CASH as a code to create a message along the lines of 'Paid with cash - thanks etc...'
Is this possible? Thanks in advance
Need more, need help now?
- - - - - - - - - - - - - - - - - - pay-as-you-go support - no contract - tenth of an hour billing - expert help - fast service - no call queues
Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
- - - - - - - - - - - - - - - - - - Your own domain name - email - a shop - wordpress - woo commerce - ticket systems - help desks - forums - portals
- - - - - - - - - - - - - - - - - - pay-as-you-go support - no contract - tenth of an hour billing - expert help - fast service - no call queues
Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
- - - - - - - - - - - - - - - - - - Your own domain name - email - a shop - wordpress - woo commerce - ticket systems - help desks - forums - portals
Saving a preset message
-
doinktheclown
- User
- Posts: 41
- Joined: 21 Jan 2014, 09:43
- Sage Version: v2013 19 UK/Europe/Africa
-
brucedenney
- Site Admin
- Posts: 4664
- Joined: 28 Feb 2006, 09:56
- Sage Version: v30 UK/Europe/Africa
Re: Saving a preset message
You could use notes - type something in there.
You could build messages based on the payment tab info for anyone who has prepaid.
You could use a series of coded messages based on global details or anything else.
Just need to know how you want it to work.
You could build messages based on the payment tab info for anyone who has prepaid.
You could use a series of coded messages based on global details or anything else.
Just need to know how you want it to work.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
-
doinktheclown
- User
- Posts: 41
- Joined: 21 Jan 2014, 09:43
- Sage Version: v2013 19 UK/Europe/Africa
Re: Saving a preset message
I would think notes would be the best bet. It only has to be very basic.
Could you give me any more information about this?
Much appreciated!
Could you give me any more information about this?
Much appreciated!
-
brucedenney
- Site Admin
- Posts: 4664
- Joined: 28 Feb 2006, 09:56
- Sage Version: v30 UK/Europe/Africa
Re: Saving a preset message
Using the report designer.
Drop the notes field onto the layout where you want it to appear.
It will print whatever you put in it on the invoice.
Drop the notes field onto the layout where you want it to appear.
It will print whatever you put in it on the invoice.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
Who is online
Users browsing this forum: No registered users and 1 guest