Invoicing on VT

Invoicing on VT

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I had problems with VT invoicing. First of all I could not put my company's logo which is a letterhead with header and footer, on the system. It was too big. Therefore I was using the SIN button instead of SIN button, and hence I was generating the invoices manually. Then I decided to use VT to generate the invoices and print them on my pre-printed letterhead paper. This way they would also be posted automatically.

Now I have a different problem. When the transaction is recorded, the description is taken as the the customer name and address from the invoicing template. I want to enter something else with a reference so that I can easily identify the transaction.

Is there any way I can change this? Examples are below:

27/01/2014    SIN 000598                         Sale Fee / 94 Arnold Road

27/01/2014    SIN000599 invoice icon        Name & Address of customer

Replies (3)

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By ShirleyM
27th Jan 2014 20:05

VT

Firstly, a logo is a logo, not a letterhead template, but you have overcome this by printing onto letterheads.

We haven't had a problem with invoice items.

How have you set up the products and/or services for the invoice items? We have specific services set up, and an 'other'. They can all be overridden when entering the invoice details.

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By cbp99
27th Jan 2014 20:19

I think

this can happen if you enter the customer address as you prepare the invoice, as opposed to setting up the customer details, and then preparing the invoice. But check with VT.

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By Oki1970
28th Jan 2014 19:50

Thank you both very much for your help. Both of you have been very useful and I appreciate it.

My propble arises from the fact that I do not register customers individually as they are not repeat sales. I put everything under Customers: Sales. That is the reason I am having the problem. The entry in customer address field is automatically entered on the transaction instead of the service detail.

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