Inserting logo onto Pastel invoices

[Neville Bailey]

Hi Cecilia,

Although it is possible to insert more than one logo on a customer invoice, that is not the way you should go about achieving your objective.

If you are familiar with the Forms Designer utility, simply create variations of your standard customer invoice layout, each with their respective logos, and save them with descriptive names.

When you have processed an invoice and you are ready to print it, you will see the following dialogue:



Tick the "Use custom layout" box and then browse for the relevant form file.

[Pixia]

Hi there - still not sorted out - and was trowing in the towel. I thought the above stage is where is was making my mistake, because I managed to get my logo's inserted, and as far as I know my new Invoice was saved, but I never could figure out how to activate my 'new' stationery. I have tried the above - when I am processing my Invoice, but I do not get the "use custom layout" box to tick......so where am I going wrong??????

[Neville Bailey]

...I do not get the "use custom layout" box to tick......so where am I going wrong??????

Are you using Pastel Xpress by any chance? The above feature is only available in Pastel Partner.

[Pixia]

Sorry for only replying now, but crazy this side....Yes I am using Pastel Xpress. Does this mean I cannot use my custom - documents at all, or that I just that I cannot activate them via this specific window (as obviously my version of Pastel does not have it)?
If the latter is the case, where do I go to activate the new stationery?

[Neville Bailey]

I'm afraid Xpress will not allow you to access the custom documents at all.

However, there is a workaround that you can try, although it is a bit cumbersome.

I assume your main csdocsp.enz file resides in your company folder? If I am correct, then create sub-folders in your company folder, each named according to the various logos. Then save the relevant csdocsp.enz files into their respective folders. For example, the folder named Logo1 will contain the csdocsp.enz file that has logo1's picture in it, and the folder named Logo2 will contain the csdocsp.enz file that has logo2's picture in it, etc.

When you want to use the logo1 document, copy the csdocsp.enz file from the folder named Logo1 and paste it one level higher, into your company folder. Then, when you print a document, Pastel will use that form file. If you want to use the logo2 variation, simply substitute the file in your company folder with the one in your Logo2 folder.

[Rental King]

Forms designer... not playing ball

So i did all this and and in my forms designer the logo looks great and in the right space, i save it but when i then view it, print it or write to pdf it screws up my logo completely! Help

Prepare your logo as a .jpg or .bmp file and save say on desktop. Now open your csdocsp.enz with forms designer. At the top go to "insert picture". Now select the position and size of the box using the "cross" cursor. On the right hand side will be options . Click on 3 dots to the right of "picture" and this will then ask you for the location of the logo e.g. desktop. Click on the logo file and it will be pasted into the box.
Done !!!!

Obviously save the .enz file afterwards in your company folder

[Dave A]

but when i then view it, print it or write to pdf it screws up my logo completely! Help

How is it screwed up?
Too big? Too small? Something else?

[Rental King]

It is distorted and does not look anything the way it looked when i imported it into the designer.

How is it screwed up?
Too big? Too small? Something else?

[Mirks]

Thank you

Thank you for an excellent post Neville and also thank you for taking the time to assist me with setting up my invoice form. Your skills with Pastel (and IT) are excellent and I highly recommend you to anyone requiring professional services.

[anty777]

Hi,

The link below explains how to do it. I have also battled with this.
http://www.pastel.co.za/ezines/HTMLs...usiness/3.html

Good luck!

[tiko]

please can you give details on how to use the form i have created in pastel so that i can print when i am printint the invoicies i am using patel version 11

[Neville Bailey]

please can you give details on how to use the form i have created in pastel so that i can print when i am printint the invoicies i am using patel version 11

Hi tiko,

Sorry, I have no idea what you are trying to say. Please could you clarify, so that I can help you?

[adrianb@servatech.co.za]

OK one questions:-If you add a logo, the documents are saved in \XPRESS09\CUSTOM\FORMS on the local drive - I have multiple companies, but now they all use this amended form with the one logo on. Can it be setup so that each company have their own logo on.

[Neville Bailey]

OK one questions:-If you add a logo, the documents are saved in \XPRESS09\CUSTOM\FORMS on the local drive - I have multiple companies, but now they all use this amended form with the one logo on. Can it be setup so that each company have their own logo on.

Instead of saving the amended forms in \Xpress09\Custom\Forms, rather save them in their respective company folders, e.g. \Xpress09\CompanyA, \Xpress09\CompanyB, etc.

[conniesteyn]

Hi there, anyone have knowledge of working on Pastel in Parallels for Mac? Statements won't print - 'The document you are trying to print has an incorrect page size or paper style. Please refer to the troubleshooting topic in the online help.', although they print fine in PC environment (this is a workstation with PC acting as server). Would appreciate any help!