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 How to customize quotation and invoice layout

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Posted by aidenm

How to customize quotation and invoice layout

Is it possible to customize the layout of the quotes and invoices forms?

I use a template that's been used for the past three years and want to continue using it as it suits our image.

Please find attached the template that I am trying to imitate with this software.

Any help or suggestions would be greatly appreciated.

Aiden

  [Missing attachment: quotation-form.jpg] 

Posted by Richard

Re: How to customize quotation and invoice layout

Hi Aiden, welcome to the forums  

Easify offers you a few basic ways to customise your public facing paperwork such as invoices.

You can create or edit header and footer images for them including your company logos as described here.

Or you can configure the header and footer text as described here.

If you want a high degree of customisation, you can edit the report files that are used for invoices and quotes using Crystal Reports 2008. All our reports are created as Crystal Reports RPT files, and can be modified however you like. Please note that we don't offer free support for this, and if you modify a report it may get overwritten in a future easify upgrade.

If you are not comfortable using Crystal reports, or don;t want to buy a license for it, we are also able to offer a customisation service where we create the modified reports for you for a nominal fee.

HTH


Regards - Richard (Easify Developer)

Posted by Paulandrina

Re: How to customize quotation and invoice layout

But isn't a licence for Crystal Reports £500!! Quite a lot if you just want a bit of formatting capability in invoices and orders.

Posted by Richard

Re: How to customize quotation and invoice layout

Yes, Crystal isn't a cheap package. Probably more cost effective to get us to do your customisation for you  


Regards - Richard (Easify Developer)

Posted by Richard

Re: How to customize quotation and invoice layout

With the release of Feature Pack 8 you can now fully customise public facing paperwork such as invoices...

http://www.easify.co.uk/easify_news_upd ... _news.aspx


Regards - Richard (Easify Developer)

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