Reformatting Invoice & Packing List Layout

[mirrorblue]

I want to be able to add registered address and company registration number to the standard invoice and packing lists documents. Some old threads talk of this being editable using Crystal Reports 8.5 but no other versions.

I'd be grateful if someone could confirm the latest situation on this. Does it still hold true? Is htere some other way as the software isn't cheap!

My accountant is advising me that these details are legally required now on all invoices so I guess it's a valid question for many people.

[guccij]

Duncan Rounding and Jan at Mole End both tweak Crystal Reports for a fee.

Alternatively, you can add this information in Business Settings > Company/Contact by putting in the registered address and using one of the Tax fields for Company Reg + Number.

[Duncan Rounding]

As Jules says the simplest method as she mentions may suffice for you. If not the report can be modified using Crystal Reports v8.5 (only).

Both Jan and I do report modifications as a paid for service.

If you want something else and don't want to purchase Crystal Reports yourself or/and have no knowledge in using CR then you can contact me off forum as in my signature below for a quotation.

[mirrorblue]

Duncan Rounding and Jan at Mole End both tweak Crystal Reports for a fee.

Alternatively, you can add this information in Business Settings > Company/Contact by putting in the registered address and using one of the Tax fields for Company Reg + Number.

That will do the job nicely, thanks.

[Paul Bulpit]

However for the modest fee charged it is well worth having your report layouts modified and personalised! You can also improve the reports to suit your own purposes.

As a Actinic users we often search for/find fellow sites when purchasing online ourselves - it's noticeable how all the paperwork looks the same!!

(Especially the Order Numbers...)

[guccij]

I'd agree - Duncan did a brilliant job for us putting the logo on our reports. Well worth the money.

[Paul Bulpit]

DR also heavily modified our Packing List, to give improved picking, manual records and shipping data. The savings in mispicks by idiots, tracing those responsible for errors, and correct shipping methods according to that chosen by the buyer - worth their weight in platinum peanuts.

Well worth the money.

[guccij]

That's the original invoice report. Just showing the OP what's possible without getting it totally re-written.

[Jan]

I have to say that I think it's worth getting customised invoices made as well - and not just because I customise them - your invoice is one of the faces of your company and often the thing that customers will keep in their records so it's a lasting impression of your company and so well worth making good.

I also have a very customised version of my packing list to make it more of a working document, I used to have problems with people packing the wrong items, so now each product (there are only 4 so it's easy) is shown in a different colour. If someone exempts themselves from tax and big red message is shown on the packing list to make sure that the orders is double checked before anything is dispatched and if the order is not for the UK, another big message is shown to make sure that it's sent by the right courier.

Regards,