Results 1 to 7 of 7

Thread: Credit note designer form file name in Pastel

  1. #1
    New Member
    Join Date
    Jan 2012
    Location
    Alberton
    Posts
    8
    Thanks
    0
    Thanked 0 Times in 0 Posts

    Credit note designer form file name in Pastel

    Please help - What is the Credit note designer form file name in Pastel? I have managed to pull my logo on to the invoice and statement. How do I do for credit note and quotation?

  2. #2
    Platinum Member Neville Bailey's Avatar
    Join Date
    Nov 2010
    Location
    Morningside, Durban
    Posts
    2,377
    Thanks
    35
    Thanked 393 Times in 340 Posts
    The generic form file name (if you are using A4 plain single sheet paper) for all customer and supplier documents (including invoices and credit notes) is csdocsp.enz.

    In other words, any changes you make to that form file will effect all of the document types equally.

    For statements, the form file name is csmthsp.enz.

    It is possible, however, to create unique form files for credit notes, for example, and changes made to those form files will not impact on the other documents.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

  3. #3
    New Member
    Join Date
    Jan 2012
    Location
    Alberton
    Posts
    8
    Thanks
    0
    Thanked 0 Times in 0 Posts
    Thanks, it appears as if a unique credit note was created - there are no lines and the format looks different to thr other documents.

    How can I reinstate the generic credit note so that the look and feel and the logo is the same as my invoices?

  4. #4
    Platinum Member Neville Bailey's Avatar
    Join Date
    Nov 2010
    Location
    Morningside, Durban
    Posts
    2,377
    Thanks
    35
    Thanked 393 Times in 340 Posts
    Quote Originally Posted by Hermanb View Post
    - there are no lines and the format looks different to thr other documents.

    Aha - now I know what the problem is, as soon as you mentioned "no lines"!

    Go to File...Printer/Fonts and then, under the tab for Customers, select the Credit Note option from the drop-down menu. Now, towards the bottom of the screen, change the form style to Single Sheet, Plain.

    It sounds like your Credit Notes were set to a pre-printed style, and/or continuous stationery.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

  5. #5
    New Member
    Join Date
    Jan 2012
    Location
    Alberton
    Posts
    8
    Thanks
    0
    Thanked 0 Times in 0 Posts

    Pastel credit note

    Great, thank you - I will try in due course

  6. #6
    New Member
    Join Date
    Jan 2012
    Location
    Alberton
    Posts
    8
    Thanks
    0
    Thanked 0 Times in 0 Posts
    It worked - thanks!

    How do I add/change the text in the bottom left box - "Received in good order"

  7. #7
    Platinum Member Neville Bailey's Avatar
    Join Date
    Nov 2010
    Location
    Morningside, Durban
    Posts
    2,377
    Thanks
    35
    Thanked 393 Times in 340 Posts
    Quote Originally Posted by Hermanb View Post
    How do I add/change the text in the bottom left box - "Received in good order"
    Open the csdocsp.enz form file.

    Click on the text so that a block appears around it, then right-click, and then select Properties.

    On the right-hand side of the screen, you will see a field appear, named "Text" and, to the right of that, the wording of the text.

    Edit the wording and then click anywhere on the body of the form to save your changes.

    Save the form file.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

Similar Threads

  1. PDF file converter
    By sterne.law@gmail.com in forum Technology Forum
    Replies: 20
    Last Post: 27-Aug-13, 09:00 AM
  2. CSV file for e@syfile
    By liz in forum Tax Forum
    Replies: 4
    Last Post: 22-Sep-11, 03:20 PM
  3. [Question] HOW TO CAPTURE CREDIT CARD ON PASTEL
    By TLK in forum Accounting Forum
    Replies: 3
    Last Post: 20-Sep-11, 10:10 AM
  4. Replies: 1
    Last Post: 03-Aug-11, 06:06 AM
  5. [Question] Pastel - Quote form designer
    By elaine25 in forum Accounting Forum
    Replies: 6
    Last Post: 28-Jul-11, 02:38 PM

Did you like this article? Share it with your favourite social network.

Did you like this article? Share it with your favourite social network.

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •