Assign the modified version to the user:.Using Report Writer (Hit Modify) make the required changes.Enter a transaction and then chose “Print” (on the left).Sales -> Transactions -> Transaction Entry Transaction -> Sales -> Transaction Entry (via menu) or.

If it sounds too much of a headache you can use the third party tools recommended: Liaison's Messenger family of products focus on business form and report distrution and have many additional features such as batch emailing, batch faxing, built-in archiving and the ability to attach supporting documments - static and variable (attach invoices to Statements in one PDF).įor More information on Messenger FORM please reach me at 800.811.4618 x201, or visit our website at Messenger FORM provides you with an exact copy of the standard Invoice template in Invoice Entry to start, from there you can easily clone the original template, modify from there, and assign it to a specific customer by using our filtering feature. Messenger FORM works with Invoice Entry and easily allows you to create unique templates per customer. Please feel free to take a look at Liaison's Messenger FORM product. We set up Statement for each customer class in word templates just fine.however there is no out of the box word template for the Blank Invoice form so we set that up it works just fine but it will only let me assign the template to a company not to customers.Īny one know what I can can do to get this to function? I have a client who is using Invoice Entry not SOP. (Just to have the functionality to create a return from an invoice should more than do that!) OR check with Flexible Solutions with their GP Reporting tool (not shilling here for them :) ) They are pretty good, and they may have a solution, but I think move them to SOP would be a great thing to do. You can do invoices in SOP without the whole quote/order/backorder kabookie dance. My only suggestion on this is two, One, move to SOP and keep it stripped down for functionality. GP Has NOT done much development with the Invoicing module for years. Subject: Word Template - Blank Invoice Form

Blank invoice template microsoft word