FormerMember

Crystal Reports for custom invoice

Posted By FormerMember

Does anyone have any experience with creating a custom invoice, perhaps using Crystal Reports?

The native forms designer does not seem to allow the addition of additional columns on the invoice to separate by transaction type (i.e. labor, items, equipment).

Or, point me in another direction.  Thanks in advance.

  • 0

    I suppose I have been known to do a couple of designs in Crystal.  There are other consultants as well who have done work for clients.

    The custom grouping you are looking for is not possible using the internal forms designer, as you have found.  The item Additional Info fields are available to put on the invoices in current versions of the program.  However,you cannot do any custom sorting or grouping with them.

    There are many ways to do custom invoice design like this.  You can use Excel, Access, Crystal Reports, iReport, etc. to program/create an invoice design.  I've worked primarily with Crystal because the Crystal print engine/viewer was part of the program for about 18 years and it was the only forms designer for 9 of those years.

    If you will be using Crystal, you can program the report to run directly from the Crystal Reports designer program or use a viewer like my BizMan Reports 2.0 program.  If you are using a version of Sage 50/Simply Accounting from before 2014.2, then you can print directly in the program.

  • 0

    Hi LisaMC:

    We may be able to assist you. Send us a suggested layout of what you want and any pertinent details and we will get back to you. Contact us off-forum at [email protected]