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sage report design - edit

  • 58 posts
  • # 90704


Hi,

Does anyone know how I can edit the VAT Reg No on our invoices?

Thanks
Jo'Anne 
  • 794 posts
  • # 90707

Hi Jo'Anne,

Not sure what you mean by 'edit'.
Is the vat number wrong or missing?
If so select 'settings', company preferences, vat and either change or enter the vat number in the vat box.   

Or is it the design of the invoice you want to edit?
If so select 'tools', report designer and you will be given the opportunity to select what you need help with.
It's too long to explain and you are better reading it for yourself via sage.

I am assuming you are using sage?!!!

Marilyn     

  • A clever person solves a problem.

    A wise person avoids it.

    Albert Enstein


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  • 58 posts
  • # 90709

Thanks Marilyn

Yes we use Sage - we have two company's (our old one Partnership - which is renting the workshop units to our our new Ltd comapny)

For some reason the VAT Reg No for the Ltd Company is showing up on the monthly rent invoice I raise from the Partnership for the Ltd Company.

So all I really need to try to do is remove one VAT no and replace it with another.

I will give it a go.

Jo'Anne 
  • 26 posts
  • # 90712

Hi
If it is for sole use by the company, then I would put it under Office Equipment which is nominal code 0020 or 0030 whichever you have nominated for Office Equipment
Sally
  • 794 posts
  • # 90718

Hi Jo'Anne,


Now I understand - this could be because in the customer account record for Ltd Co details you have entered their Vat Number - this will show on the left hand side of invoice under the name and address of the person you are sending this invoice to. Am I correct?
If so this is ok as it is the vat number applicable to them not your partnership.
You can remove this from Ltd Co customer record and it won't show on invoice from partnership.
The supplier (partnership) Vat Number would show on the right hand side on the invoice.
Hope this helps.
Marilyn  
  

  • A clever person solves a problem.

    A wise person avoids it.

    Albert Enstein


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