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Sage 50 Canada

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General Discussion Customize Invoices

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Customize Invoices

Posted By Susan Fiander 3 months ago

I use Sage 50 Canada for a Dental lab so my customers are Dentists. Each invoice belongs to one of the dentist's patients. I need a field on the invoice for the patients name, can anyone suggest how to do this so when I print a report or statement it shows the patients name?

0 Agate 3 months ago

Hi Susan Fiander:

As a suggestion you could use the service codes in the Inventory module for each patient. You would have to come up with a unique identifier for the service code for each patient and use description for the patient's full name. This will work only for the invoice(s) and the Sales Report either by Summary or Detail.
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