MyOne Technologies SB
Adding Bank Details to an Invoice in AutoCount Report Designer
Adding Bank Details to an Invoice in AutoCount Report Designer
anthonysan
August 10, 2022
3:15 pm

Here's a step-by-step guide on how to use Report Designer to add additional bank details to an invoice:

  1. Open Report Designer:
  • Navigate to Sales > Invoice.
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  • Click on Report > Design Document Style Report.
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  • Select any preferred invoice report from the list.
  • Click Design. This will open the selected invoice report in the Report Designer.
  • Once the report loads in Report Designer, scroll the report layout where you want to add the bank details.
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2. Add Rich Text Box:

  • In the Standard Control box on the left, find and drag the Rich Text control onto the blank area of the report.
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  • Double-click the Rich Text box you just added to open the text editor.
  • Enter your bank details (e.g., bank name, account number, routing number, etc.). You can format the text by highlighting it and changing the font, size, or style as needed.
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3. Rearrange the Box:

  • Click and drag the Rich Text box to move it to your preferred location on the report.
  • Adjust the size of the box if necessary to ensure all your bank details fit well and are clearly visible.
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4. Save the Report Format:

  • Go to File > Save As.
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  • Enter a name for the new report format.
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  • Click Save to save the updated report format with the added bank details.
  • Close the Report Designer window to return to the Invoice listing grid. When you print or preview an invoice, select the new report format you saved.
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By following these steps, you'll have successfully added additional bank details to your invoice report using Report Designer.

Category : Guide