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customize invoices

  • 1.  customize invoices

    Posted 14 days ago
    We have a custom invoice with our logo etc. on it, but I would like to tweek it by adding payment terms on the bottom. I did not set it up so I am not quite sure how to edit it. Any suggestions? Thanks in advance.

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    Susan DeChant
    Wisconsin Center District
    Milwaukee WI
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  • 2.  RE: customize invoices

    GPUG ALL STAR
    Posted 14 days ago
    Hi, @Susan DeChant, fellow Wisconsinite!

    ​I presume that you're talking about something more than the Payment Terms ID in GP, yes? That is, instead of "1% 10 Net 30" you want "1% discount if paid within 10 days; otherwise net 30 days", or something similar?

    The SOP Invoice and the Receivables Invoice both already have the Payment Terms ID code in the header of the invoice. But the table that stores the various Payment Terms has no description, as such. The ID field can be quite descriptive, as above. Up to 21 characters. The other fields in that table contain the discount percentage, the number of days for the discount, the net days, etc. So you could, conceivably, construct a calculated field containing the verbiage you'd want at the bottom of the invoice... but that isn't for the faint of heart, especially since you have to use GP's Report Writer to do it.

    Is this the direction you're thinking of going?

    Regards,

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    "Sparkly" Steve Erbach - Green Bay, WI
    Co-Chair, GPUG WI (Green Bay) Chapter
    Blog: https://www.gpug.com/blogs/steve-erbach
    Twitter: twitter.com/serbach

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    Excel Webinar List
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  • 3.  RE: customize invoices

    Posted 14 days ago

    I read your answer a couple times and then looked at one of my docs and sure enough at the top of the page in the box payment terms is does say net 30. For some reason I thought is should say that down at the bottom where we have a note about finance charges. I just wanted to make sure the clients new the bill was actually due in 30 days. I am relatively new to receivables so I am still finding my way.

    Thanks for the help I remember you from the summit.

     

    Susan

     






  • 4.  RE: customize invoices

    GPUG ALL STAR
    Posted 14 days ago
    @Susan DeChant,

    The Payment Terms code is pretty generally understood; so the Customer doesn't need his/her hand held to understand it!

    ​>> I remember you from the summit. <<

    Next Summit (in Orlando) you'll have to come out with us when the Wisconsinites have dinner together!

    Sincerely,

    ------------------------------
    "Sparkly" Steve Erbach - Green Bay, WI
    Co-Chair, GPUG WI (Green Bay) Chapter
    Blog: https://www.gpug.com/blogs/steve-erbach
    Twitter: twitter.com/serbach

    ───────────────
    Excel Webinar List
    ------------------------------



  • 5.  RE: customize invoices

    Posted 13 days ago

    I will if they let me go. They may send the accounting manager but we will see.

    Susan

     






  • 6.  RE: customize invoices

    Posted 12 days ago
    ​Thanks for the help.

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    Susan DeChant
    Wisconsin Center District
    Milwaukee WI
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  • 7.  RE: customize invoices

    TOP CONTRIBUTOR
    Posted 13 days ago
    If you need something that pulls from the database, I'd suggest reviewing one of the free webinars on Modifying Reports you can get from this Forum.  If like us all you are doing is adding some legal language to the bottom of the form, you can add a text box with your message including payment terms by yourself.  If you need help modifying a report and then setting it as the default, let us know.

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    Blair Christensen
    Database Administrator
    Oppenheimer Companies, Inc.
    Boise ID
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