Invoice templates

robinwingrove

I have an invoice template which doesn't have the company's address box in it. How do I restore it?

GerryWinter

if you go to the customisation tab you can make any changes you like

Datarec

Hi @robinwingrove

Go to the Lists menu

Select Templates

Select the specific template you want to modify

Press the Templates button and select Edit Template

robinwingrove

Thanks for this. Being new to this, my descriptions haven't described the problem.

Simply described the 'Bill to' is missing and I don't know how to populate it.

In the invoice under the 'Tax invoice to' text box, there is normally the name and address of the company or person to whom the Invoice is being sent to. It is that which is missing. I've searched through all the visual tools available and can see that I can add 2 that may solve the problem 'data field' or a 'text box'. The problem with the data field is that there doesn't seem to be anything relating to the person or company to whom the invoice is addressed to (bill to) and the one with the text box doesn't seem to be able to link any actual data to that text box like the visual programming tools of my experience.

Maybe it's a code based solution in the text box, just guessing.

Kris_Williams

Have you entered the customer’s name and address in their name in the customer Centre?

robinwingrove

Sorry. Just found a possible solution. Went into 'Additional Customisation' and clicked close on both the Bill To options (Screen & Print) and then clicked them back again and that field appeared. It works.

Datarec

Hi @robinwingrove

Glad to see you've resolved the issue and have shared what you have done to do so.

The Community has very helpful folks ready to help.

The better you describe the issue, the more people would be able to recognise whether it is something they may have come across and provide a solution, workaround or better follow up question to get to the heart of the matter.

Below are some useful guides for any future issues you may require help with:

• How to ask good questions on the Reckon Community
• #TipTuesday - A Picture Paints A Thousand Words
• How do I add an image or screenshot to my discussion?