How to Customize Sales Invoice Format and Add Customer Code Field ©

Overview:

This guide will walk you through the steps to customize the sales invoice format in your system. Specifically, it will show you how to add a new field to the sales invoice format in order to display the customer code. By following this guide, you will be able to personalize your sales invoices to better meet your business needs, ensuring that important customer information is clearly presented on every invoice.

This process is simple and can be done with just a few steps, enabling you to customize your invoicing templates without needing any advanced technical skills.

Scenario:

Imagine you're working at a company that regularly processes sales invoices. You want to make your invoices more personalized and ensure that each invoice includes the customer code for easy reference. Currently, your sales invoices only display basic information such as the customer name, address, and product details, but you realize that including the customer code will improve tracking and communication with your customers.

This guide will show you how to customize your sales invoice format and add a customer code field so that each invoice automatically displays the customer’s unique code, streamlining your invoicing process and improving customer service

Solution:

Step 1 - Please learn How to Access Report Designer.

Step 2 - User can move the highlighted fields down a little to create space for adding a section to display the customer code. 

Highlight the field, and Hold Left Click move the table.

Before

After

Step 3 - Press 'Customer name' field > then press 'Insert Row Above'

Before

After, user will see there is a new Table Cell add above 'CustomerName', below example is TableCell52

Step 4 - Press Field 

Step 5 - Expand 'SalesInvoiceVoucher1'

Step 6 - Scroll down the field list > then look for  'CustomerCode' field, drag it to TableCell52

Step 7 - Press Menu button

Step 8 - Press Save.

Step 9 - Please learn How to Default a format

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