FAV_365 » Express365

[3:34 pm, 06/09/2023] mccsupport: Hi Sir, we have cross check your custom template
[3:34 pm, 06/09/2023] mccsupport: the note filed there not able to to customize as per your intention
[3:35 pm, 06/09/2023] mccsupport: it will show the remarks you put in the sales invoice/cash sales
[3:37 pm, 06/09/2023] +60 12-906 2379: Means it will show it in remark that right?
[3:38 pm, 06/09/2023] +60 12-906 2379: Because we want to avoid repeat type in byself when every time issue invoice or cash sales
[3:43 pm, 06/09/2023] mccsupport: normally for sales invoice, we use payment terms descriptions for bank account. You can go to settings > payment terms > and tick the print at sales invoice > Fill in the descriptions box for the bank details.

By using this feature, you can have multiple note in the sales invoice just by selecting different payment terms
[3:43 pm, 06/09/2023] mccsupport: but for cash sales, the only way is to use the remark box when creating the cash sales
[3:44 pm, 06/09/2023] mccsupport: Yes, this box right here
[3:44 pm, 06/09/2023] mccsupport: .
[3:44 pm, 06/09/2023] +60 12-906 2379: Possible make it defaults state there?
[3:45 pm, 06/09/2023] +60 12-906 2379: My staff sometimes are forgotten
[3:45 pm, 06/09/2023] +60 12-906 2379: Always do double job
[3:45 pm, 06/09/2023] mccsupport: yes, this application can be customize. but there will be cost incurred for our software team effort to work on it
[3:46 pm, 06/09/2023] mccsupport: We suggest, you look at what other things that need customization. Then we could have a call to align your requirements and expectations.
[3:46 pm, 06/09/2023] mccsupport: We will then get the costing from our software team
[3:46 pm, 06/09/2023] +60 12-906 2379: It not make sense, what is your invoice custom template interface feature for?
[3:47 pm, 06/09/2023] +60 12-906 2379: Better hide this feature from our backend
[3:50 pm, 06/09/2023] mccsupport: mostly it is use for company logo in our knowledge. However, for your request we have check with the software developer and it mentioned that remarks are not able to set as default. It defeat the purpose of the text box in the sales invoice creation page as well as cash sales creation page
[3:51 pm, 06/09/2023] mccsupport: Hence, the remark text box is for user to fill in any remarks to show in the printed documents
[3:51 pm, 06/09/2023] +60 12-906 2379: Okay for invoice we can add following this, but cash sales also have this option?
[3:52 pm, 06/09/2023] mccsupport: For your case, we might request for customization on the remarks. Hence it is a request not an issue by adding scope to the software team. They will cross charge based on the effort needed to customised it
[3:53 pm, 06/09/2023] mccsupport: Cash sales did not have this payment terms option. As it is a 'Cash Sales' , all payment are made by cash and not necessarily to have payment terms
[3:54 pm, 06/09/2023] +60 12-906 2379: Okay noted, just refer with my boss. Thank you
[3:54 pm, 06/09/2023] mccsupport: you are welcome sir