View original (French)

Ciel Management and Invoice Drawing Issues...

conseil83 -  
 Fafa -
Hello everyone, I am using Ciel Gestion Commercial V16.0
After creating my invoice template in the configurable reports "client part design" and checking "use by default", I am unable to use the invoice template I created when entering for the client. In my print preview, I still have this darn original invoice template!!!
Nothing works... I despair of finding a solution.
Thank you in advance to the kind soul who will provide me with a solution ;)

11 answers

  1.
    sylgal45 Posted messages 140 Registration date   Status Member Last intervention   18
     
    Hello,
    logically, when an invoice is validated, you need to issue a credit note against that invoice. The use of purging should remain exceptional.
    Regarding your rounding issue, could you provide more details? Is the €0.90 amount before tax or including tax?
    Is your rounding issue specific to a client? To a product?

    --
    Best regards.
    Sylvain.
    2
    1. conseil83
       
      Thank you for taking the time to respond.
      Regarding the outstanding amounts, I just need to be careful not to validate my invoice; otherwise, I’ll create a nice credit note that I will clear along with the invoice. (the outstanding amounts will disappear)
      Regarding my rounding issue, the €0.90 corresponds to the VAT; to simplify, I have an item that costs €5.50 including tax which corresponds to €0.90 of VAT plus €4.60 excluding tax, so far so good. But for this same item, if I sell 10, the VAT will be €9.02 plus the €46 excluding tax, giving me a total amount including tax of €55.02.
      I would simply like the cents not to come into play; the desired total amount including tax would be €55. Of course, it is out of the question to touch the VAT, so we need to focus on the excluding tax amount.
      I tried to round in the item list using the "update prices" option, but it didn’t work. So my rounding issue is specific to the items and their pricing based on quantity.
      I hope there is a solution; I’m not going to create an item for each quantity, am I? ;)
      0
    2. conseil83
       
      No solution for rounding? Unless the description of my issue is poorly formulated?
      Thank you for any answers that may be provided.

      Sincerely
      0
    3. sylgal45
       
      Hello,
      If you want to have a price of €55 including tax, you need to set the price including tax in your product sheet.
      To do this, when you are in the product sheet, go to the Pricing tab, and there is a button that allows you to choose the method for calculating your selling price. Choose price including tax and not price excluding tax or coefficient.
      Then I also advise you to indicate in the client sheet, under the Additional tab this time, that it should be invoiced including tax.
      0
    4. sylgal45 Posted messages 140 Registration date   Status Member Last intervention   18
       
      Hello again,

      After checking, I confirm that you will not be able to use your drawings in document mode. It's a limitation of the software.
      What reason did you choose this input mode? The standard mode has many advantages. Input is faster, you completely dissociate the input part from the printing part. You have the ability to customize your input screen by displaying the columns you want.
      Best regards.
      0
  2. conseil83
     
    Right now, I'm hallucinating, this so-called PROFESSIONAL software has forgotten to be intuitive, what a pain to set up simple functions like rounding the VAT prices on quantities (which I still haven't managed to do by the way) or even setting up a nice invoice layout and especially managing to choose it. By the way, is there only the option to go through the standard entry of the invoice for that? This mode is a bit confusing. Lastly, is it possible to use the new invoice format on some previously created ones?
    0
  3. conseil83
     
    Since I’m here, what solution should be applied regarding the remaining "outstanding amounts" on a client when we have deleted the validated invoices using the "purge" function, and yes, the client account remains credited!!!

    Best regards.
    0
  4. eva11
     
    I share your opinion regarding the format of quotes and invoices. I have a different format for quotes and invoices and I can't find a solution.
    Similarly, I tried to create a quote on 2 pages. On the 1st page, my header and comment area do not appear, but they are present on the 2nd page. The table on the 1st page is not filled in; there is still space, but it still goes to the 2nd page for just 1 line. And on the 2nd page, there is all my presentation (header, quote number, date, client address, comment area) which I do not want. I only want the table to follow and the totals. Is there a way to set it up?

    Best regards;
    0
  6. conseil83
     
    Eva11 Hopefully, the following lines will contain part of the solution... ;)

    The configuration of this software is quite fanciful!!! I assume that to create your invoice template, you went through the "File" tab "Options" "Configurable Reports" and there a new tab "Report List" appears. It is now necessary to display the desired elements, to do this, on the "Display" line, expand the dropdown list and select "By types and families", check "Advanced mode". In the section below titled "Display Filters", the following options must be selected:
    Type: Drawing; Nature: All, Show all; Accessibility: All; Visibility: Visible ones.
    Below, in the left column, you now have the reports classified by types and families.
    Expand the tree of the "Drawing" category, select "Client parts drawing", a nice red list appears with the different client part models. Choose for example the "A4 Format" model, click on it twice, a message appears "The A4 Format report is a standard BLABLABLA...." duplicate and rename it.
    Your new model now appears in the red list, click on it and you can now see the fabulous invoice template originally offered by Ciel and its super software that only works with assistance over €300.
    This template contains different objects, such as the type of parts, the client, the date, etc...
    For each object, simply double-click on it to open a window containing various options that should make you happy.
    A column on the left is present with different tabs "model, object, etc..." which can be used to insert or create new ones. I used it to integrate my logo.
    For your invoice to contain multiple pages, click at the top right "Page 1", expand "add a page", be careful, the logic of Word does not exist (page breaks, etc...) you will have to set each page independently...

    After having racked our brains to create a template that meets our commercial requirements, it was time to click OK and there was no message, don't worry, the doc is saved.
    Now be sure to right-click on your new model and choose "Set as default".
    Now we will check that when creating a new invoice, the input choice is offered to us, go to "File" "Options" "Preferences" expand the "Commercial Management" tree, select "Entry of commercial documents" and check "ask" in the default input mode if it is not already done.

    Here we are!!!
    Create a new invoice, choose the standard input mode, after entering, preview the invoice (the function can be found at the bottom right of the printer icon) validate the requested save.
    The miracle exists!!!! It's right in front of your eyes!!!! pfff what a hassle...

    Best regards,
    0
  7. conseil83
     
    A question remains unanswered, why oh why!!!! in "Document" mode is it impossible to use a custom drawing template?
    Then, how do we round the VAT on quantities, e.g.: quantity of 1 = €0.90 VAT = €5.5 TTC, that's fine, but when it's quantity of 10 = €9.02 VAT = €55.02 TTC, the €0.02 is less funny thanks VAT, I would prefer €50, I'm not going to change the VAT ;).
    And finally, imagine, I create the invoice for those €55.02, I validate it... and then no, I want to cancel it!! So I purge it and alas, in the client's account I have an outstanding amount of €55.02 that does not go away. I'm not going to create a credit note... am I?

    Thank you in advance for reading your responses.
    0
  8. conseil83
     
    In case some of the information I previously provided is useful, feel free to leave a comment; it will encourage the writing of more tips. ;)
    0
  9. encreco
     
    Hello,
    For the rounding issue, we had the same problem.
    To avoid the problem, it is indeed necessary to set the item's price including VAT, but also to indicate that it is charged including VAT, either in the additional tab of the customer file or in the footer of the invoice.
    Best regards
    0
    1. Fafa
       
      Thank youuuuuuuuuuu!
      0
  11. J&S CONCEPT
     
    Hello,
    I have a quick question, does anyone know how to remove the commas from the quantities? For example, for 1 it always shows me 1,000.

    Thank you
    0
  12. BRIMEL
     
    MAINTAIN YOUR CTRL BUTTON PRESSED AND CLICK ON PRINT LITTLE BLACK ARROW ON THE RIGHT AND CHOOSE YOUR MODEL
    -1