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Forum Post: Export Invoice to Word Template(s)/customise and save in NAV

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Good morning all :)

I have a client in the services industry who has a requirement to be able to customise nearly every invoice before it goes out to a client.  Examples of customisation are:

1) Bold

2) Underlining

3) Italics

4) Sometimes $ amounts against lines

5) Sometimes no $ amounts against lines

6) Paragraphs of text

7) Bullets/indenting

Basically no invoice is the same.

Obviously this is just not available in the standard NAV interface.

Therefore I am wondering if anyone has ever come across a NAV add-on that would do something like:

1) Create NAV Invoice with amounts

2) Pick a Template

3) Export to Word.

4) Word template has certain areas that cannot be edited ie. Header/Footer

5) Modify the invoice in Word

6) Save, and document is saved with link in NAV against the invoice.

7) Until the invoice is posted a user can edit the word document as required.

I have looked around but I cannot see anything.  But who knows maybe someone else has found something?

Regards

James


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