Overview
SedonaOffice version 6.1.0.61 includes additional custom form invoice templates. These invoice templates come in both English and French versions.
CS53-Alt1 FR - Customer Invoice with labels in French
CS53-Alt1 EN - Customer Invoice with labels in English
CM53-Alt1 FR - Master Invoice with labels in French
CM53-Alt1 EN - Master Invoice with labels in English
CM46-Alt1 FR - Master Invoice with Sub-account detail option, labels in French
CM46-Alt1 EN - Master Invoice with Sub-account detail option, labels in English
Technical Information
The forms available for selection are based on the options selected from the SedonaOffice Print Invoices, Select Invoices window. The forms CM53-Alt1 EN/FR and CM46-Alt1 EN/FR are specific to master accounts in which the sub-account is set to bill the master account. CS53-Alt1 EN/FR is used for accounts not linked to a master account or sub-accounts in which the bill to the master account is not checked.
To select either of the CM53-Alt1 or CM46-Alt1 French or English options, the invoices must be for a master account in which the sub-accounts are set up to bill to the master account.
From Accounts Receivable > Print Invoices, the Select Invoices window includes the Filter Option “Show Master Cycle Invoices”. When choosing this option, invoices to master accounts within the other criteria selected will be displayed when clicking “Create List”. From the “Print On” field of the Invoice List, the custom forms for master accounts are available for selection.
To select either CS53-Alt1 French or English version, the invoice generated cannot be to a master account.
From Accounts Receivable > Print Invoices, the Select Invoices window includes the various selection criteria and filter options. Do not check “Show Master Cycle Invoices”. Select other applicable options and criteria to include the desired invoice list. From the “Print On” field of the Invoice List, the custom forms are available for selection.
CM46-Alt1 for both EN and FR contains an additional tab on the Printing Preference window. The Master Accounts tab includes an option to ‘Include Sub-account details’ or not.
Examples of the Custom Invoice Forms
CS53-Alt1 EN
CS53-Alt1 FR
CM53-Alt1 EN
Page 2 contains the sub-account invoice information
CM53-Alt1 FR
Page 2 contains the sub-account invoice information
CM46-Alt1 EN – Including Sub-account details
Page 2 contains the sub-account invoice information
CM46-Alt1 FR
Page 2 contains the sub-account invoice information
Installation
No additional installation is required. These custom forms are installed with SedonaOffice 6.1.0.61 and higher.
Configuration
No configuration is required for using the CS53-Alt1 FR/EN forms. To use the CM53-Alt1 FR/EN or CM46CusI-Alt1 FR/EN, master and sub-accounts must be set up and the sub-accounts need to have the Master Account defined and the option “All Sub Account Invoices Billed to Primary Master” checked.
Integration
N/A
Troubleshooting
N/A
