Create and Manage Your Invoice Word DOC for Personnel Effortlessly

Invoice word doc for Personnel

are your gp invoices looking dated or dull and you're certainly looking to spruce it up a little is modifying your gp sales invoices using the default report writer just not user friendly if you're familiar with microsoft word and its excellent features wouldn't it be nice if you could modify your invoices there the good news is you can in today's webinar i'll show you just how much nicer sales invoices can be when printed off of a word template on to gp we have an invoice waiting to be printed this invoice has a deposit against it for a hundred dollars leaving an amount of 1140. let's print this to a word template well it isn't bad but it would be nice to spruce things up a little bit so i'd probably put a nice eye-catching logo up here i would like to change the font and size of the line items i think they should at least be bigger than the header information like the address up here you'll notice that this section does not include amounts already received so we'd like to add that and also profit has recently celebrated its 25th anniversary so maybe a message down here at the bottom uh to let our customers know would be nice okay to modify everything we'll close out here we're going to assign a company logo now if i had multiple companies in gp i could assign each of those companies their own company logo so i could share one template among many or multiple companies and each time we print it'll print a different logo depending on which company i'm printing out of well i only have one so we'll just assign this one logo okay then on with the modifications okay first thing i'm going to do is i'm just going to save this as another file okay now we have a placeholder for the logo here so um when this prints the logo will print directly here so that we don't have to do anything about the logo just adding it to the company uh setup uh will do so from here we wanted this to be a different font we also wanted it to be a little bit bigger so i'd say let's change this to for donna and okay then the other thing that we wanted to do was to add the amounts received so probably add a space above the total we'll give it a receipt and we have a field list that will populate with all the fields out of your sales invoice pull in the amount received we want to make sure that it's the same font at the same size we'll delete the number of x's here those are just placeholders for the characters that will print we'll replace this with another total field okay and our little message to our customers letting them know that it's been 25 years of service give it a different font there you go we're going to save this and re-import it back into here we'll need to assign it to the company all right let's see how it looks and there you go so now logo line items are a lot bigger and more readable at least in my opinion that's better we now have the amount received and the total now excludes the amount that's been paid and down here at the bottom we have a nice little message to our customers letting them know we've been in business for 25 years ricky princess that's how it would look like this is how it'll look if you email it as a pdf or just print it out and and snail mail it if anyone still does that word templates are a valuable part of your account's receivable toolbox make gorgeous sales documents like invoices using a tool you've known and used for years if you have any questions on anything you've seen in today's webinar or would like to talk about microsoft dynamics gp with us please visit us at .profit.ca have a wonderful day and i thank you for viewing