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Modify invoice template ?
Hi Alexey,

Sorry Included the incorrect Quote output screenshot. Please see attached.  Regards,

Andy
Modify invoice template ?
Hi Alexy,

I think that I have managed to sort out the VAT, so thanks for that.

I'm now having issues with the Numerators again.  I am saving the Quotes so it should use the NEW numerator but for some reason it is continuing from the old numerator value which has now been deleted.

Please advise the screen shots are below.

Thanks

Andy

[IMG]file:///C:/Users/Andy.ATTAINTM/Desktop/Track%20&%20Test%20Docs/T&T%20Original%20Logo's[/IMG]
Modify invoice template ?
Hi Alexey,

Did you mean the HTML source code for the template? If so I can save it as either a word document or as rich text format within wordpad

The address issue is with the same template.

Thanks

Andy
Modify invoice template ?
Hi Alexey,

I'm also having an issue with the Address formatting.

I would like it to be laid out as below

Calareville House,
26-27 Oxenden Street,
London,
SW1Y 4EL

This is how the address is written in the contact details and deal details however it is displayed as shown in the attached doc.

Thanks Andy.
Modify invoice template ?
Hi Alexey,

I have tried what you suggested but each time I delete [COLOR=#6a828c]<span> and save it it keeps adding it back.
[/COLOR]
Please see attached files.

Modify invoice template ?
Hi Alexey,

Here is the way it displays the VAT in the PDF



And here is the HTML cut and pasted from the editor:

{CRMProduct:Name}</td>
<td style="width: 9%; border-bottom-width: 1px; border-bottom-style: solid; border-right-width: 1px; border-right-style: solid;" align="center">{CRMProduct:Quantity}</td>
<td style="width: 13%; border-bottom-width: 1px; border-bottom-style: solid; border-right-width: 1px; border-right-style: solid;" align="center">&pound;{CRMProduct:Price}</td>
<td style="width: 13%; border-bottom-width: 1px; border-bottom-style: solid; border-right-width: 1px; border-right-style: solid;" align="center">&pound;{CRMProduct:Sum}</td>
<td style="width: 13%; border-bottom-width: 1px; border-bottom-style: solid; border-right-width: 1px; border-right-style: solid;" align="center"><span>&pound;<span>{CRMProduct:VAT}&nbsp;</span></span></td>
</tr>
</tbody>
<tfoot>

Regards,

Andy
Modify invoice template ?
Hi Alexey,

It doesn't I typed it in the email that's why it has a
space.

I used the paste value option.

Thanks.

Andy
Modify invoice template ?
Hi Alexey,

Thank you that has resolved that issue.

My final issue that I'm having is with the VAT totals.  When I have more than one product line it adds the total VAT for all the rows.  I have tried using {CRMProduct: VAT} but it just displays "{CRMProduct: VAT}" not the actual total VAT value for that specific row.

Thanks,

Andy
Modify invoice template ?
Hi Alaexey,

I'm not sure that I understand what you mean.

I have resolved the issue with the jpg prefix.  This was filled in by mistakje in the organisation section under "Prefix"

The issue I am still having is with the Quote number.  I have set it to start from 7910 but for some strange reason ist has started from 0001 and is continuing from there.

I have set it the numerator up the same for the Invoice numbering which starts at 1788 and this is working correctly 1789,1790 etc.

Could you please look at this for me?

Regards,

Andy
Modify invoice template ?
Hi Alexy,

After further experimenting I have managed to get the numerator working for the Invoicing, however, using a numerator for the Quotes this is still not working correctly and starts at 0001 rather than the pre-defined 7910.

There is still also an issue with the Doc designer generating random dates for the quotes.

Thanks

Andy
Modify invoice template ?
Hi Alexey,

I have managed to resolve the issue with the footer with the resized background. Thanks

I am still having issues with the Numerator and also the Doc designer seems to be getting random dates that don't correspond to the Deal created in the CRM.

Please see screen shots below:


Here are the settings I have used for the Numerator


This is the deal information created in the CRM.  Please note the start date is for today.

This is the output from the Doc designer.  Please note the dates don't correspond to the Deal dates and the Numerator value is jpg0000 not 7907.

Thank you for your help with this matter.
Modify invoice template ?
Hi,

I have resolved the issues with the Tax etc.  Thanks for your help with this.

I have created a .jpeg as below that is 800*1120 I have managed to get it to display a few times but each time I create a new PDF I have to upload and save the image to the background each time.  It's not working at all now for some reason.

I'm also trying to use the Numerator for the invoice number but am not sure what value to paste.  I am currently using {Deal.ID} but this doesn't start from the correct number that I have set up in the Numerator.  Your help would be appreciated.

Modify invoice template ?
Hi Alexi,

The PDF I uploaded didn't work so I have save it as a jpeg.

As you can see it shows the Product name and quantity correctly.  I would like to to show the unit Price without VAT rather than with.  I would also like it to display the total without VAT, the total amount of VAT and total including VAT.





Also I have tried to Insert a jpeg at the bottom of the Quote but am struggling to get this to position correctly please see below:



Thanks,

Andy
Modify invoice template ?
Hi [COLOR=#6a828c]Alexey,
[/COLOR]
I have used the document designer to create an Invoice template but I am having an issue with it displaying the amount of VAT.  I would also like it to display the total without VAT added which I'm also struggling.

Below is a screen shot I would greatly appreciate your help.

Thanks

Andy

[COLOR=#6a828c]
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