Document Layout Files

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The layout files selected for each document type on the Documents Setup are the global default layout files that will be used to print documents.

Specific Layout files may also be selected for:

1.Each debtor (customer / client) account by selecting a different layout file in the Layout File 1 (Quotes), Layout File 2 (Invoices), Layout File 3 (Credit Notes) in the Edit  →  Debtors menu.  

2.Each creditor (supplier) account by selecting a different layout file in the Layout File 1 (Orders), Layout File 2 (Purchases), Layout File 3 (Supplier Return) in the Edit  →  Creditors menu.  

The global settings will be over-ruled.

In addition to these settings, you may also select a different layout file when printing documents on the Layout File fields of the following options:

Input   →  Document menu - Selection screen (Print button)

Input   →  Documents   →  Print menu

Edit   →  Debtors (Documents tab)

Edit   → Creditors (Documents tab)

Layout files are stored in the TCASH4\plug_ins\reports\DOCUMENTS\DOCUMENTS directory. These may be edited using the Reportman Plugin (Tools  →  Report Designer or Tools  →  Plugins  →  Reportman menus).

Layout files have been designed to be displayed in the Language file (File  →  Switch Language menu). If you change the language, the layout file will be displayed in the selected language.

Should the correct tax terminology (e.g. Sales Tax, VAT, GST) not be displayed on layout files, you need to select the correct language / country file.


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