The Type column in the Transactions table can be used to define the commands that are relevant to the display for printing data specific to your Invoice.
Check the DocType via menu Data → Columns setup ..., to display the column.
Once the column is displayed, you may proceed by entering your data. You will need to:
- Add an empty row after the Date of the Invoice.
- Enter the date of the Invoice in the Date column.
- Enter the required parameter in the Type column (refer to table below)
- Enter the Invoice number in the Invoice column.
- Enter the data relevant to appear on the Invoice in the Description column.
Invoice to the customer
Typing 10: the Type column will list all possible options available to customize the data of your invoice.
|Invoice data||Column Type||Description column|
If an address different to the one defined in the Accounts table (Address view) is required, it may be specified using the appropriate options.
Indicate elements of the address in each row (name, surname, address...).
After the invoice details, you may add a line of text for your final greetings.
|10:gre||Enter your greetings|
One or several rows of notes can be inserted after the details of the invoice and before the greetings.
|10:not||Enter your notes|
When wanting to print personalized data on the invoice, you can use the appropriate command.
For further information please revert to Printing custom data.
|10:par||Enter your customized parameters|
Should you want to indicate an alternative text as a payment term, enter the desired text. This will be displayed on the invoice.
|10:ter||Enter the alternative text for the payment term|
If you do not wish to use the default invoice title, you can choose a different title.
|10:tit||Enter your text to appear as the invoice title|
It is possible to enter intermediate totals for your invoice in the table with the details of the invoice.
Enter level 0 subtotal
In order to insert intermediate totals, you will need to add additional rows in the Transactions table:
- Enter 10 in the Type column: select :tot from the drop down menu, 10:tot will display. Select and enter :1
- Enter the appropriate description in the Description column (ex. Total goods)
- Enter the Invoice number (in the absence of number, the total will not be printed).
Example of Invoice with intermediate totals.
It is possible to define your own wording as a payment term for each invoice and this will replace the existing text for the expiry date.
- Enter an additional line with the same invoice number in the Transactions table.
- You will need to enter 10: in the Type column and select :ter from the drop-down menu, select> 10:ter
- In the Description column, enter your text (ex 30 days net, 60 days etc ..).
When the invoice is printed, the value assigned as a payment term will be displayed.