Sales invoice Format Customize Case Study - 001

Created by Cheng Kah Poh, Modified on Fri, 5 Apr at 12:27 PM by Cheng Kah Poh

Requirement

1. Remove Header

2. Show Net Before Tax in details and Change Column Header no color

3. Add line at Details

4. Footer Tax column require to add 6%, and Change Total Amount Column no color

5. Add Bank Account Details


User can refer some similar guidance from KB:


How to Access Report Designer:
https://support.qne.com.my/a/solutions/articles/81000413423
Amend Company Header for Report Format
https://support.qne.com.my/a/solutions/articles/81000413082

QNE Cloud Accounting How to amend Term and Conditions in Transactions Format
https://support.qne.com.my/a/solutions/articles/81000413042


Step 1 - Please use this Guidance to learn How to access report Designer.


Step 2 - Now we are inside Report Designer.

1st Requirement Remove Header - https://support.qne.com.my/a/solutions/articles/81000413082 


User can Press the xrSubreport1 > then Press 'Delete'


Step 3 - Press Field > look for SalesInvoiceVoucher1, Expand it > Expand Details > Drag the TaxExclusiveAmount field into Column below Amount

2nd Requirement - Show Net Before Tax in details and Change Column Header no color 


Before


After



Then highlight all the Column, then Press Setting, Change the Background Color to white


can Paste this code to Background Color : rgba(8, 45, 109, 0)


Remember to change the Font Color also to Black


can Paste this code to Background Color : rgba(10, 9, 9, 1)


Step 4 - 

3rd Requirement - Add line at Details


Press Page Header Expand the Page Header



Press the Yellow line above the Column Header, then Press CTRL + C to copy the line.



Then Press CTRL + V, to paste at empty space, then may Drag the line below Column Header


Before


after


Step 5 - Press Tax Column > and Press Expression Button (the 'F' sign Button)

4th Requirement - Footer Tax column require to add 6%, and Change Total Amount Column no color


this screen will prompt out

Before

After

Add 6% behind the Tax Value


Iif([CurrentCompany.Country]='PH', 'VAT', 'TAX 6%')


or


with Dash also can

Iif([CurrentCompany.Country]='PH', 'VAT', 'TAX - 6%')


Then Press Apply, and OK


Then Press the Total Amount Column

Change Background Color to White with this code : rgba(8, 45, 109, 0)

Change Font Color to White with this code : rgba(10, 9, 9, 1)



Step 6 - 

Last Requirement - Add Bank Account Details 


1st Delete the highlighted Column 1st


2nd - User can drag this blank column move it closer to Company name

Before


After



Then Double Left Click the Column

Fill in the Value that you want



Then Save the Report.


Result :


Requirement

1. Remove Header

2. Show Net Before Tax in details and Change Column Header no color

3. Add line at Details

4. Footer Tax column require to add 6%, and Change Total Amount Column no color

5. Add Bank Account Details




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