What field can I use that will show up on invoices and credit screen whether a customer is factored or not? I had used the additional field analysis 1 but that doesnt work. I want to easily identify from the invoices/credit screen a factored customer
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Hi
We have a similar problem with 10 plus invoice layouts for different countries. In Europe each country now wants its own invoice layout. The problem is selecting the correct layout for each customer (we use layout code EU1..EU2... UK1... UK1 for example)
An easy way would be to enter in the customer account, and in the analysis 4 field (for example) the Invoice layout code to use i.e. EU2.
At the end of the day, in Invoices & credits, allow this field to be shown in the black bar. When the invoice it emailed or posted, it will show the layout to use that is associated directly with that customer.
30% of our customers are either from the EU or rest of the World. I am sure a lot of Sage customers would find this very useful and save a lot of time and reduce errors.