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Seyanne
(stranger )
01/09/10 09:10 PM
customizing invoice  

Hello,
I am trying to add a user defined field and image to my invoices. I cannot seem to figure out how to make it happen. Any advice would be helpful.
Thanks,
Seyanne



bluepennylady
(Carpal Tunnel)
01/10/10 04:58 PM
Re: customizing invoice new [re: Seyanne]  

Hi

No worries. I am sorry I am so slow in responding. I been sick all weekend long. If only this horrible frigid cold weather would break

Use Tools > Reports > Printed Invoices > Standard reports"

Enter in a single invoice number in the filter on the right side, Select "Customize"
That opens up the Invoice in the Report design editor.

Along the very bottom of the Report designer, you will see the "Sub-report" tab
Click it

The Sub-report is where the Invoice items are displayed when the report is viewed with data. And that is the only place, that I know of, where the User defined field tags are available

Does that help?



Judy Oglesby
Judy/blue
bluepennylady

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bluepennylady
(Carpal Tunnel)
01/10/10 05:48 PM
Re: customizing invoice new [re: Seyanne]  

Hi

I guess I ought to explain which tool to use to insert the User defined fields

ON the tool bar look for the icon that is the letter A over a sheet of paper. Mouse over shows the tool top DBtext.

Click where you want the user defined field to be displayed, then click that tool.

The drop down menu on right under the tools will become active. You click the radio button and scroll through the available options. User defined fields are at the bottom of the list



Judy Oglesby
Judy/blue
bluepennylady

Visit my eBay store!
http://stores.ebay.com/bluepennylady?refid=store
Visit our website too!
http://www.pennyworthsales.com

Visit me at Bonanzle!
http://www.bonanzle.com/bluepennylady


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