Microsoft Dynamics GP (Archived)

Adding GST/HST Registration Number to Invoices

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I've been trying to find a way to our GST/HST registration number to current invoices, but have not had any luck.

Anyone able to point me in the right direction on how to modify our invoices?

Thank you.

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Heather Roggeveen 9,146 on at

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RE: Adding GST/HST Registration Number to Invoices

One other thing - have you enabled the modified report? If this is the only change you have made to the standard invoice, unless you enable the modified report, you won't see the changes.

Tools --> Setup --> System --> Alternate / Modified Forms and Reports. Follow your nose with the selections and when you expand out the specific report, you will see a modified option. Ensure that is the one marked.

Apologies if this is stating the obvious.

I am with Tami - I generally use a text field myself.

Cheers

Heather

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Tami Farrelly 5,080 on at

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RE: Adding GST/HST Registration Number to Invoices

We have it as a text field on our invoices..

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Community Member on at

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RE: Adding GST/HST Registration Number to Invoices

Please find the form you are using to print the invoice (Blank or other type) and click on the modify button on the top or you can go there using Dynamics GP>> Tools>> Customize and Reports. Select the relevant invoice form after clicking on Reports. Select the report and click on layout. Under Global dropdown list on your form, find the tax registration field and drag it to the place on the invoice you want to print. Save it and you should be fine. Also, make sure you have entered that registration number in your company setup window.

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Community Member on at

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RE: Adding GST/HST Registration Number to Invoices

It seems like I was on the right track, but could you please elaborate on this process;

"Then you will need to modify your invoice form using report writer to bring the Tax Registration field onto the report. You can find the tax registration field under Globals > Tax Registration field."

I believed I had done it correctly, but it did not work.

Thank you.

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twelvestrikes 3,657 on at

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RE: Adding GST/HST Registration Number to Invoices

Hi Cameron

You could add the registration number as a text field right onto the invoice form, however, the problem with this approach is that if you have multiple companies you will have different registration numbers and this method will not work.

I recommend that you enter your GST/HST registration number in the company setup Tax registration field (Tools > Setup > Company > Tax Registration field).

Then you will need to modify your invoice form using report writer to bring the Tax Registration field onto the report. You can find the tax registration field under Globals > Tax Registration field.

This way if your tax registration number changes you simply change it in the company setup and all forms that use the tax registration field will have the new number or if you use multi companies, the form can be used in all the companies and print out the proper tax registration number.

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Heather Roggeveen 9,146 on at

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RE: Adding GST/HST Registration Number to Invoices

Hi Cameron

You may need to add some more detail to this request. Questions that jump to mind:

- Is the number held in a field in the system, if so, which window and field is it in?

- Which invoice are you trying to add it to - SOP Blank, RM or Invoicing?

- Are you doing this in Report Writer or Word Templates?

Cheers

Heather

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