Results 1 to 4 of 4

Thread: Is there any way I can set my Pastel to use a .ENZ template automtically every time I process docs?

  1. #1
    New Member
    Join Date
    May 2017
    Location
    Gauteng
    Posts
    3
    Thanks
    2
    Thanked 0 Times in 0 Posts

    Is there any way I can set my Pastel to use a .ENZ template automtically every time I process docs?

    Hi All

    I have been battling with this for a while now!!

    I have created my custom invoice template on Pastel Partner v 14 =, saved it and I use it when invoicing BUT... I process massive amounts of invoices each day and absolutely hate having to select my "custom .enz template" every time I want to print an invoice... is there any way around it?? I would LOVE if I could set it to automatically use the same .enz template each time I invoice.

    Please help!! Praying for good news!

    Tx

    Robin

  2. #2
    Diamond Member Neville Bailey's Avatar
    Join Date
    Nov 2010
    Location
    Westville, Durban
    Posts
    2,649
    Thanks
    44
    Thanked 439 Times in 385 Posts
    Hi Robin,

    A few questions for you before I can offer a solution:

    Do you want to use the custom invoice template for ALL invoices, or only for certain customers?

    Do you print your invoices to plain A4 paper or do you use continuous stationery?

    What is the name of your custom form file?

    Where have you saved your custom form file?

    Under File...Printer/Fonts Setup, which Paper Style setting do you have under customer invoices?

    Once I have received your answers, I should be in a position to offer a solution.
    Neville Bailey - Sage Pastel Accounting Consultant
    Phone: 031 521 0080 or 087 095 7895
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    IronTree Online Solutions

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

  3. Thanks given for this post:

    RobinKretz (30-May-17)

  4. #3
    New Member
    Join Date
    May 2017
    Location
    Gauteng
    Posts
    3
    Thanks
    2
    Thanked 0 Times in 0 Posts
    Hi Neville

    Please see answers below:

    Do you want to use the custom invoice template for ALL invoices, or only for certain customers?
    Yes, I want to have all invoices in the exact same template permanently.
    Do you print your invoices to plain A4 paper or do you use continuous stationery?
    Plain A4 paper
    What is the name of your custom form file?
    C:\Pastel14\Custom\Forms\New Forms\Custom Invoice Template.enz
    Where have you saved your custom form file?
    Please see above exact file location
    Under File...Printer/Fonts Setup, which Paper Style setting do you have under customer invoices?
    Plain, Single Sheet.

    I usually only email my invoices to clients - but would like to have them in that template every time I do without having to select the template individually for over 2000 invoices... I have tried not printing the invoices immediately and leaving them in batch mode. Then, as soon as I update, I print them and choose the template BUT... then it only emails the first invoice in the selected template and all the rest in the auto template from Pastel...

    Thank you in advance...

  5. #4
    Diamond Member Neville Bailey's Avatar
    Join Date
    Nov 2010
    Location
    Westville, Durban
    Posts
    2,649
    Thanks
    44
    Thanked 439 Times in 385 Posts
    Hi Robin,

    Thanks for the answers to my question.

    You need to rename the .enz file as follows - csdocsp.enz and save it in your company folder, i.e. C:\Pastel14\CoyFolder\csdocsp.enz

    The Forms Designer refers to specific file names to interpret how to handle them. In this case, the name csdocsp.enz represents:

    cs = customer/supplier
    doc = document
    sp = single, plain

    Also, make a copy of csdocsp.enz and rename it to csdocpdfsp.enz and save it into your company folder as well. This file will be used by the system when you are emailing or printing to PDF, whereas the first file will be used when viewing on the screen or printing to a physical printer.
    Neville Bailey - Sage Pastel Accounting Consultant
    Phone: 031 521 0080 or 087 095 7895
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    IronTree Online Solutions

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

  6. Thanks given for this post:

    RobinKretz (30-May-17)

Similar Threads

  1. [Question] CSV Template to Upload in Pastel Xpress Cash Book
    By StuMurless in forum Accounting Forum
    Replies: 4
    Last Post: 22-Mar-18, 05:21 PM
  2. [Question] Looking for credit note csv template to import into Pastel
    By dazed in forum Accounting Forum
    Replies: 1
    Last Post: 15-Mar-17, 01:57 AM
  3. [Question] Read-receipt for Pastel Docs
    By Marcelle Leigh Meiburg in forum Accounting Forum
    Replies: 0
    Last Post: 19-Nov-15, 01:41 PM
  4. [Question] Pastel tax verification process
    By dellatjie in forum Accounting Forum
    Replies: 4
    Last Post: 27-May-14, 10:22 AM
  5. Making a quotation template in Pastel
    By Martinco in forum Accounting Forum
    Replies: 11
    Last Post: 17-Apr-12, 09:06 AM

Tags for this Thread

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
  •