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Mrs Stone

Customised Invoices

Posted By

Good day 

I urgently need assistance with customisation of Invoices for one of my clients. 

My client has a contract with Shoprite Checkers, and they require certain details to be on the invoices.  Thus far they have been using excel and just to catch up (I've taken over about a year ago) and put everything online I've just worked with the current lay-out as is.

I have downloaded "Accounting Custom Layout Designer" and did design the layout and followed the steps to import the layout (yes, I did import it on my client's profile) and change it, however, it doesn't show when I want to create a new invoice.

I don't know if I did something wrong on the customisation or what the issue can be.

Please, can someone contact me to assist me with this issue, I'll pay just to get it to work.

I've tried support, and they have also just given me the steps to follow, which I have been doing. 

Thanks 

Parents

  • Good day, Mrs. Stone.

    Please check if you have added the customised invoice layout file name on the Customer listing and in Company Setting.

    Update the customer list
    Customers > list > list of customers > tick the checkbox it will select all customers > update > select invoice layout > then the layout > save

    And on company settings. I Company > change company settings > documents and statements > Invoice and statement layouts.

    Regards

  • in reply to Nokuthula M

    Good day

    I have done all of that - and it still does not reflect.

    That's why I am having such a big problem.

    Regards

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