What is the process to add reports for use when sending quotes or invoices? My specific need is that I have more than 1 product that I represent and sell and I need to send quotes and invoices with different company details and logo's for each. For example, I sell advertising in 4 different magazines and when I quote or invoice I need to show that magazines specific details on the reports that go to the client via email, this is crucial for getting payments in and building each brand.
I have tried to add a new report from the openoffice report writer but uploading back to the server causes openoffice to crash
I have also tried duplicating the existing quote / invoice via the settings | actions | report menu and then changing the target report in the email template but this method seems to always point back to the original report and there is no way to change the setting
Would really appreciate some help!
Any help appreciated
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|Asked: 8/20/13, 5:53 PM|
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|Last updated: 3/16/15, 8:10 AM|