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alternative invoice layouts
Posted: 24 Feb 2016, 18:08
by sbrown1264
Hello all
I have a client which is a care home, however they are not vat registered and to be honest none of the invoice layouts meet their needs. The residents have been setup as non stock products and are charged on a calendar month and not vat.
any advice greatly appreciated.
Regards
Stephen
Re: alternative invoice layouts
Posted: 24 Feb 2016, 19:16
by brucedenney
You can alter one of the standard layouts with the report designer.
Re: alternative invoice layouts
Posted: 24 Feb 2016, 20:00
by sbrown1264
don't Sage have a non vat invoice?
Re: alternative invoice layouts
Posted: 24 Feb 2016, 20:07
by brucedenney
They don't
Re: alternative invoice layouts
Posted: 25 Feb 2016, 09:50
by sbrown1264
thank you.
I am playing around with an layout. I have setup a product, but I cannot find how to show the product code, it automatically shows the product description?
Re: alternative invoice layouts
Posted: 25 Feb 2016, 12:17
by brucedenney
Add the field Invoice_Item.Stock_Code
Re: alternative invoice layouts
Posted: 25 Feb 2016, 17:13
by sbrown1264
Thanks for that. Do you know how I can change quantity to have no decimal places?
Re: alternative invoice layouts
Posted: 25 Feb 2016, 17:24
by brucedenney
Alter the format property to have 0 decimal places
Re: alternative invoice layouts
Posted: 25 Feb 2016, 17:24
by brucedenney
Alter the format property to have 0 decimal places
Re: alternative invoice layouts
Posted: 25 Feb 2016, 17:28
by sbrown1264
Hi
Yes, after I sent my last message I found the product default option and changed it to zero, however when I choose print preview for the invoice it still shows the decimal places.
Re: alternative invoice layouts
Posted: 25 Feb 2016, 18:28
by brucedenney
I am sure that changing the property of the qty field in the layout will work.
Re: alternative invoice layouts
Posted: 25 Feb 2016, 18:39
by sbrown1264
Thank you again for your help. I came out of sage and then went back in and deleted the invoice I was using and created a new invoice and this time it worked.
My last question is, is there a way of showing on the invoice say 01/03/16 to 31/03/16 and then next month show 01/04/16 to 30/04/16 at the moment I entered the text in the comment column.
Re: alternative invoice layouts
Posted: 26 Feb 2016, 14:10
by brucedenney
Well you could calculate the dates and add some text, but you would need to use something to wortk on....
Assuming the invoices were dated the last day of the month.
You could calculate the first day of the month
Code: Select all
CreateDateTime(YearFromDate(INVOICE.INVOICE_DATE), MonthFromDate(INVOICE.INVOICE_DATE),1)
You could then convert that to a date and time
Code: Select all
DateTimeToString(CreateDateTime(YearFromDate(INVOICE.INVOICE_DATE), MonthFromDate(INVOICE.INVOICE_DATE),1)
Then strip the time off it
Code: Select all
substring(DateTimeToString(CreateDateTime(YearFromDate(INVOICE.INVOICE_DATE), MonthFromDate(INVOICE.INVOICE_DATE),1)), 1,10)
Add some text around it, convert the invoice date to datetime and strip the end off it, to get something like this.
Code: Select all
"For the period " + substring(DateTimeToString(CreateDateTime(YearFromDate(INVOICE.INVOICE_DATE), MonthFromDate(INVOICE.INVOICE_DATE),1)), 1,10) + " to " + substring(DateTimeToString(INVOICE.INVOICE_DATE),1,10)
I haven't tested this, but it shows the principle.
Re: alternative invoice layouts
Posted: 26 Feb 2016, 19:32
by sbrown1264
wow, that looks like you have spent some time on this.
While in the report generator, I presume I would have to choose a data field, but how would I copy that into it? a text field would only list the script?
Re: alternative invoice layouts
Posted: 26 Feb 2016, 19:42
by sbrown1264
I found where to enter it, if I choose your first script it shows the first of the month, after that it all shows as text?