Hi I seem to have problems with printing invoices and other reports that are not offered in Excell I cant seem to print PDF although I do have PDF on my pc.  It appears that any reports that do not offer the option for excel I can not print - so no invoices, customer statements etc - is there a piece of software I am missing or have we missed something in setup.

2

(5 replies, posted in Setup)

Thanks for that,  I have set the type up in inventory as a type.  I can edit the description to get my extending wording, but the top is not right, it still has box's with - charge To - Charge Branch - Payment Terms - Reference     02345     Currency     GBP     Our Order No     640 - Customer Order Ref.     -    Shipping Company     Default     Sales Type     Merchant
Invoice Date     10/01/2012     Due Date     11/30/2012     Deliveries     522 - I do not need all of these I only need - customer name and address - invoice number - date - I will insert the logo for header - where can I change this?

3

(5 replies, posted in Setup)

Hi can someone explain how we set up a service invoice - where we set up and what changes we need to make.  All we want on the invoice is our logo the customers name and where we can write what we are charging our clients we are consultants and have no need of stock etc just plain invoices Net Total  and GST then Total

4

(17 replies, posted in Reporting)

Sorry determined to get to grip with this package.  Can you explain where I find and change these settings, I have looked in inventory but not to sure where to look.  I want to work through the demo before I download my own.    Where do I find the set up for invoices layout?

5

(17 replies, posted in Reporting)

I am working through the demo account but I cant get a service invoice to look right - I run a consulting company and therefore only do service invoices.  I have tried to use direct invoice but I couldn't send a invoice which I have created in the demo it always ends up looking like  a  manufacturing invoice.  I need just the name of my client and address and the invoice number and then a clear typing space when I can write what we are charging for then the amount + GST and total box.  I seem to get a load of box's which charge to charge branch payment terms reference etc there is no where for my to type what I am charging my client for.

Can someone please explain how I do a plain service invoice what I have to do to achieve it set it up etc.  At present I use Sage and MYOB both software allow me to either manufacturing/retail or Service from a drop down box, but I cant find anything like that in FA