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  • #11484

    JChandler
    Participant

    I’m trying to learn how to design the look of our invoice so that NV2 can automatically do the invoicing. I’ve figured out how to name the cells using the ready-made cell references but would like to add some new ones using the info1-15 names.

    I can’t figure out how to tell NV what information to put into those info cells though; how to specify the info that I want there. There is precious little help on this detail in NV’s help and not very much help in Excel.

    #13150

    MSchappler
    Moderator

    The INFO1 through INFO15 cell references are drawn from Invoice Information from the window select button. For example:

    If you click on NewViews > Account > Accounts Receivable > Your Customer (Blue Table) > A particular Invoice (green table), the tan table below may show the details of the invoice. Click the window select button on the tan table and choose Invoice Information. Here are your 15 information slots/cell references for this particular invoice.

    If you are working in a Sales Journal (NewViews > Sales > Sales Invoices) click on the appropriate Invoice and on the tan table below, click on the window select button and choose Invoice Information. The value on each line is what will be printed on the invoice if the INFO cell reference is defined in the Excel template.

    The name column text can be defined globally in Sale Invoices if you click on the window select button (pink table which shows transactions explorer) and select Invoice Information.

    Regards,

    Martin

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