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Invoicing Report

New Member
Posts: 3
Country: United States

Invoicing Report

Hi all,

 

First time poster, here. I've read through the forums on Invoicing and I am afraid that this post from Roy:

http://community.act.com/sage/board/message?board.id=ACT&message.id=10980&query.id=55594#M10980

indicates that I CANNOT do what I'd like. But I'm asking to be sure.

 

We do legal document prep. And our Invoices involve a list of products to one Co. per Opportunity. And a Subtotal. That's all.

We've been using the Exponenciel -> Excel method. But This involves a two step process for reprinting invoices/record keeping.

 

I'd like it all to happen in ACT!

 

Again, it might not be possible, and I might have to go to Crystal (which I've used before but not with ACT!).

 

Let me boil it down to one question: Just now I was able to make an "Invoice" for one Opportunity. I had to Point ACT! to the opportunity by narrowing the Contact and Date parameters.

 

But the result is ACT takes my one-page invoice report Template and reproduces it for EACH product.

Is it possible to have different "Products" in the Template point to separate products in the database?

 

I know I'm all over the place, here, but I have seen a lot of genuine help doled out, so please let me know if I can be more specific.

 

Thanks in advance,

 

Bill 

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Invoicing Report

If I understand correctly what you want to do, you've got a mutually exclusive situation with the ACT! reports. The ACT! reports only permit one level of subreports and an opportunity based report can't be limited to a lookup of contacts. So if you make the report a contact based report, you can add a subreport for opportunities but you can't show product detail because the product detail would require a separate subreport within the opportunity subreport. 

 

If you want to discuss this further, contact me offline or send a private message. 

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 3
Country: United States

Re: Invoicing Report

Thanks Roy,

 

I assumed that by "private message" you meant an email to the address in your sig? If I am missing something, please feel free to let me know. I've updated my profile.

 

Bill 

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Invoicing Report

You can do that or you can click on my picture and on the right side of the screen is an option to send a private message.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 3
Country: United States

Re: Invoicing Report

Roy,

 

I sent you an email at techbenders with the Excel format we now use attached.

 

Bill