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How To add another line in settings, under web address? I need to put a provider number somewhere on

Jo Hayes

Invoice settings

Comments

Jason Hollis

Hi Jo,

You can do this a few of ways. 2 are...

1. Edit the invoice template and select the Other header field (you will need to add the number when completing every invoice), or....

2. Hard code a text field to the invoice template

When in the layout designer, right-click the form designer and select Add > Text Box

Then complete as required. This will be available whenever you use that particular template.

Jason Hollis

If you are not sure how to edit a template, again there are a couple of ways.

1. Through the Customise button in the invoice window itself

2. go... Lists > Templates > selected invoice template > Right-Click > Edit Template > Additional Customisation

Regards,
Jason

Mustafa

Hi Jo,

Welcome to the Reckon Community and thank you for your question.

Also thanks to Jason for your answer. I have another way to do as well. You can choose whichever you feel is correct/appropriate to your needs. Since you can’t have another line under Web address, you can add a new field in Customer card and can apply it to Customers, Suppliers and Employees. Please see below steps.

Detail Instructions:

1. Go to Customer centre

2. Double click on the customer or right click to select edit customer

3. Select Additional Info on the top & select define fields at the bottom right on the same window

4. Now add Label as "Provider Number" & key in the number (if you type in here, it will remember this for every invoice you have this field selected, if it changes, then leave this field empty so you type in with each transaction)

5. Go to Create Invoice

6. Select Customise on top right side - Manage template in the drop down

7. Select Additional Customisation

8. Under Header you can view the Product Number which you need to tick it for screen (for viewing only on screen) and Print (to show in print out and/email)

9. Click OK to save

10. Create a new invoice & the custom defined field "Product Number" is there

We hope the above helps you resolving your issue. If you need further assistance, please let us know.

Cheers
Mustafa

Jason Hollis

Another good tip for end-users is to add the provider as a Sales Rep.

For Example; Dr Philip Sega - 905687.

This way all you need to do is select the applicable Dr / Specialist etc... when creating the invoice. Also a great way to report on income by Doctor within the practice using the sales rep reports.

NB. You will need to add the sales rep field to the form template, as well as a static text box such as "Provider" for example.