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SimplyPats Portable Appliance Testing Software
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 Post subject: receipt request
PostPosted: Wed Jul 20, 2011 10:46 pm 
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Joined: Sun Mar 28, 2010 7:45 am
Posts: 8
HI, I am increasingly being asked by clients for a receipt for payment.
I wondered if this would be possible.
Something like the current invoice would be great if it said receipt instead of invoice, on the top right,
and total paid, instead of total due.
Then received with thanks.
Would this be at all possible?
Maria.


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PostPosted: Thu Jul 21, 2011 1:52 pm 
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Joined: Wed Jan 23, 2008 11:47 pm
Posts: 1087
Location: Cornwall
Hi Maria, Thanks for your post.

Yes this sounds like a good idea, we are asked when we send invoices out electronically that have already been paid we add a Paid Image in the center of the Invoice.

We could also change the word Invoice at the top right to Receipt if that would be more appropriate to your needs?

Attachment:
File comment: Suggestion for SimplyPats to create a receipt of payment
simplypats receipt.jpg
simplypats receipt.jpg [ 47.87 KiB | Viewed 2934 times ]


I beleive you already have made you a custom invoice that contains your bank details, so whatever changes I make to SimplyPats will have to be checked with your custom invoice.

Regards, Richard


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 Post subject: Re: receipt request
PostPosted: Tue Aug 02, 2011 8:13 am 
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Joined: Sun Mar 28, 2010 7:45 am
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Hi Richard,

That looks good. Do you need me to do anything before you proceed.

Maria.


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 Post subject: Re: receipt request
PostPosted: Tue Aug 02, 2011 1:01 pm 
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Joined: Wed Jan 23, 2008 11:47 pm
Posts: 1087
Location: Cornwall
Hi Maria

No problem, I will get on to it, hopefully won't take me too long to achieve. I'll ask carl to email you as soon as I have completed it.

Does any other SimplyPats user think this may be useful?

Regards, Richard.


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PostPosted: Mon Aug 15, 2011 4:52 pm 
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Joined: Wed Jan 23, 2008 11:47 pm
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Location: Cornwall
Hi Maria

I have just finished coding this.

You can now print a reciept from the Invoice screen and also from the Re print Invoice screen (if you have previously saved out the invoice data).

I need to amend the help files and check that the reciept also works with a custom invoice report, as I believe you are already using a custom invoice.

This amendment will be in the next upgrade SimplyPats 6.0.5 which will be released next month, although if you would like a beta version then please contact us.

Regards, Richard.


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 Post subject: Re: receipt request
PostPosted: Sat Aug 27, 2011 1:00 pm 
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Joined: Sun Mar 28, 2010 7:45 am
Posts: 8
Please forward me the beta version and notify me how to get the upgrade.

Thanks,

Maria.


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 Post subject: Re: receipt request
PostPosted: Mon Aug 29, 2011 10:39 pm 
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Joined: Wed Jan 03, 2007 2:10 pm
Posts: 696
Location: Cornwall
Hi Maria

I will fire a quick email off to Lorna and ask her to send you a link to the Beta and installation instructions tomorrow.

Thanks for your input and feedback on this feature.

Carl


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 Post subject: Re: receipt request
PostPosted: Fri Sep 09, 2011 6:31 am 
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Joined: Sun Mar 28, 2010 7:45 am
Posts: 8
Thank you for sorting the receipt out for me. It's brilliant! Maria. :D


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