This option can be accessed in the ADMIN menu and is the third option on in the frequently used group.
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Report Layout
When opened this form will present the user with a number of options which allow the user to select which template to use for specific documents, similar documents use the same template perhaps with simple name changes to the report titles.
Alternative options are available in the drop-down menus for each template group.
You can select whichever template you wish to use.
Report Options
This tab option has four further sub-options available all representing different template groups where you can take more granular control of the outputs of the forms.
Sales
This covers :
Invoice
Credit Note
Duty &VAT Invoice
Proforma Invoice
Reserve Storage Invoice
Most of the options shows are show whether or not items are appearing on the template/layout the exceptions to this are
Field Name | Description |
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Surcharge | If you take credit cards and charge a surcharge this will print it on the invoice |
T&C Filename | Should you want a Terms and conditions pdf to be sent with all your invoices this can be automatically attached to the outbound email, the support team need to place the file into the directory and then they will confirm the filename which is entered here, this also means you can store multiple documents in the same place and potentially change them. |
Proforma Report Heading | When raising a pro-forma invoice it will state “Pro-Forma” however some of your customers may not understand what this is for and do not pay it, so to avoid this you can alter the term “Pro-Forma” to something else on this type of output. e.g. “Advanced Invoice” “Pre-Invoice” “Invoice” |
Font | You can use your own font, just remember some layouts do not support this, and if you use local characters e.g. Chinese then your font choice will be limited. |
Colour | There are some colour sections on the page, use this to customise those colours to your company colours. |
Box below Colour | Currently missing a title, this box allows you to place a message at the base of the document, and is used for christmas opening hours or holidays and will be placed on all documents produced whilst this is filled. |
Email Message | What the text on the message will say, this is just plain text. |
The email address you are going to send this email from |
Print and Email Choices
These relate to the output choices, if you print it on paper do you want to put it on the following fields, and if you output to email which fields should be included.
Usually, all are selected except where you may be using headed paper for the print option when you will not require most of the options to be printed.
Manage Payments
You can also setup and configure the payment gateway by selecting the ACCEPT PAYMENTS option, once you have this setup it will say MANAGE PAYMENTS
When you click on the option you will always see the following message
You click OK to on this message and it will open the Vision Live. You will need to use your user login which is the same as what you use for VSL.
Stripe
Lloyds
Once you have set up the Payments you can close the Vision Live, you would see the following message: and the button will change to Manage Payment.
Email Banner
This allows you to load an image file as a banner which will be shown at the top of outbound emails You can use this for your company logo but remember a banner is very wide and is displayed across the top of the email.
You should use a png image and the recommended size is around 600 x 77 pixels.
Purchase
Purchase Orders are used as part of the POP process (purchase order processing)
Delivery Notes
Customer Reports
Reserve Stock
Reserve Stock Value
This is what you select what is shown on the report and what font the report will use.
This is also able to select what will be on the reports when you email or print the report off.