How to copy invoice details over to Free Text in SFM

How to copy invoice details over to Free Text in SFM

  1. Go to SFM > Current or Previous year > Posting > Invoice.



  2. After inputting invoice items and details, move the items over to Free Text by clicking the icon.



  3. Once the items have been copied, click on Edit to amend or add more text to your item.



  4. You can now either:
    1. Input a value in the Amount and click Save; or,
    2. Add text without the need of inputting a value in the amount, by clicking Text Only.

    • Related Articles

    • SFM - Inserting bank details to show on a sales invoice

      PROBLEM Bank details not showing on Invoice ENVIRONMENT Shireburn Financial Manager SOLUTION Go to Current Year > Utilities > Company Maintenance.  Select the Print Options tab. Select Sales Invoice. Click the Amend button . Insert the bank details ...

    • Error: "File is in use. [,Tranpost.dbf] 227 openssltable" when creating an invoice

      Problem Error: "File is in use. [,Tranpost.dbf] 227 openssltable" when creating an invoice.   Environment SIMS All supported environments Solution Delete the tranpost folder located in the TEMP folder. Full path below: C:\Program Files ...

    • How do I upload my company logo to SFM documents?

      The user can upload their own logo to the following document templates: 1. Sales Invoice/Credit Note/Cash Sales & Cash Returns 2. Client Receipts 3. Client Statement 4. Supplier Remittance The image type should be a PNG (.png), JPG/JPEG (.jpg/.jpeg), ...

    • How to set up Default Email Templates in SFM

      Available from version v2.0.11.152 onwards. This feature is compatible with SBS Mail and Microsoft Outlook. SFM has the ability to save default email templates, complete with text and signature, for every type of document available in the system. The ...

    • SFM Release Notes

      2021 20th September 2021 | v.2.0.11.151 Fix on Job Summary Report: the 'Paid' field now works as expected when having one payment allocated to multiple Jobs. 1st September 2021 | v.2.0.11.150 Fix on Voyage Analysis: this is now filtered accordingly ...