TASBooks & Microsoft Word templates - How to edit an invoice or credit note template

To add an invoice or credit note template

Click Sales Orders, then click Print and Post, then click Print Sales Invoices / Credit Notes.
Click the Print Options tab, then select to Use Microsoft Word Template.
To add a new template, click Change, then click Add New.
Click the folder icon and browse to your template, then click Open.

TASBooks has the following standard templaes alread available in C:\ProgramData\Sage\TAS\TASBooks\Company001\Accounts

TWINVBLK	If you want to create your own invoice or credit note template, select this option.
TWINVPHT	If you want to add your company logo to the standard invoice or credit note template, select this option.
TWINV	Select this option if you want to use the standard invoice or credit note template.
TWINVE	Select this option if you want to print an extra column to display amounts in a second currency, for example, Euro.

Editing your template

Click Sales Orders, then click Print and Post, then click Print Sales Invoices / Credit Notes.
Click the Print Options tab, then select to Use Microsoft Word Template.
To select a new template, click Change, then click Edit.

Save your template and add to TASBooks

Click File, then click Save As.
Save the document with a custom filename. The file type must be Word 97-2003 Docuement (*.doc).
In TASBooks, click Sales Orders, then click Print and Post, then click Print Sales Invoices / Credit Notes.
Click the Print Options tab, then select to Use Microsoft Word Template.
To add your new template, click Change, then click Add New.
Browse to and add your template.

Add rows and columns to your template table

Highlight the last row of the existing table.
Right-click the highlight, then click Insert, then click Insert rows below
To insert a column, highlight the column, then click Insert, then click Insert Column to the Right/Left.
You can delete the highlighted row or column by highlighting it, then selecting Delete Cells.

Insert fields and text

To insert text

To add text to all invoices simply type the text required in the required position. Every document printed will then display this text.

To insert fields

You can add fields to the Header, Body and Footer of the document.

Add a field to the Header or Footer

Click where you want the field to appear.
From the menu bar, select TAS, then click Header or Footer..
Select the relevant field, then click OK.

Add a field to the body of the document,

Click into the first empty cell in the description column.
Click TAS Menu, then click Body.
From the TAS Invoice Fields window, select the relevant field.
Select the number of the row you're adding the macro to.
Click OK.
Repeat the above steps for all the rows in the body of the document.

To change the number of lines parameter

Each template is set-up to display a certain number of lines as a default and to fit to A4 size. The invoice template for example displays 33 lines as default. If you change the template you may need to delete some rows to allow you template to fit on one page. If you change the number of lines on the invoice you need to change the Number of Lines parameters in accordance with this.

Click File, then click Properties.
Choose Advanced Properties then select the custom tab.
From the Properties pane at the bottom of the window, click NumOfLines.
Change the Value field to show the number of lines on your document.
Click OK.

Re-use fields

if you need to duplicate a field, you must insert it as a cross-reference.

Click once in the area you want the field to appear.
Click Insert, then click Cross-reference.
Select Bookmark from the Reference type drop-down list.
Select the relevant macro, then click Insert.

To open the invoice or credit note templates