Invoice layouts

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Invoice layouts

Default layouts

Mill7 comes with default report layouts for the invoice, the time specification and the cover letter.

These layouts can be used to print on headed paper.

When no layouts are set at Settings> invoicing> layout the Mill7 default layouts will be used.

 

Custom Layouts

It is possible to use a custom made layout for example with a logo or with a different sheet format.

For more information please contact the Millogic helpdesk.

 

The layout of invoices, time specifications and cover letters are build with Crystal Reports. These reports are saved as a .rpt file in the Mill7\reports\custom folder.

The layout can be created with Dataflex reports as well.

These reports are saved as a .dr file.

 

The name of the file that contains the correct layout must be entered per bookkeeping in Settings> Invoicing> Layout

 

When a debtor has a different layout, this layout can be entered at the debtor on tabpage Invoicing.

 

Settings

In menu maintenance> settings can be set when and how the period is printed on the invoice.

Other options are: the date format, invoice language, how amounts are displayed and counted, surcharges, free amounts, the optional order to print invoices, leading texts for time, disbursements and fixed fees, invoice text in journal entry etc.

 

Via menu Maintenance> Settings the margins and the place of the address can be entered.

 

Period Fixed fees

Fixed fees are set in relation management file F117.

The invoice text regarding the period is determined from the period in the fixed fee. For this the F117 fields 19, 20 and 21 are used.

Default a fee is invoiced ahead. When a fee must be post invoiced the F117 field 28 should be set.

 

Cover letter text

The default layout for Cover letter uses usertexts which are maintained via menu Maintenance> User texts.

Text no 10 is used as leading text and closing text.

Text no 11 is used as text to accompany the outstanding invoices.