Add a barcode of the invoice number to the sales invoice form

Some companies may require suppliers to have their invoice numbers barcoded as part of the digital transformation. In addition to the invoice number you print on the invoice, translate it into a barcode and add it to your invoice.

The workflow could be that you (the supplier) have already sent a soft copy of your invoice to them (the customer), and they have recorded it in their system standby for your goods and physical bill to arrive. Then, upon your delivery, the store person scans the barcode (your invoice number), and the system will pick up the pending bill. The store person confirms the delivery order and goods received once they have checked against their systems.

Having an additional barcode for the invoice number would speed up data entry on the recipient's end and improve accuracy and document management. The improvement would mean better control of accounts payable, and as a supplier, you would get paid faster.

How do you add a barcode of your invoice number to the invoice form in MoneyWorks?

Let's say you use the MoneyWorks system's Product Invoice 1 form, an invoice template that comes with when you installed MoneyWorks. First, you select your sales invoice transaction (any of the invoices you wish to print), click on the invoice icon on the icon bar of the sales invoice list to print the invoice, and in the print wizard, select the Product Invoice 1 form and click the layout button to edit the form.

Edit invoice template.

MoneyWorks will open the form in a layout designer view, where you can insert a barcode field. First, you decide where to insert your barcode, click the image button from the tool panel, and drag the field to your preferred location. MoneyWorks will open the image option window, where you select the barcode radio button option and enter the formula, for example, =Code128 (Ourref).

You start the formula with an = sign.

Code128 ( ) is the formula for barcode.

The Ourref is the field name for our reference number (invoice number).

Add a barcode to the invoice template.

Do a test print; you can save the form if there are no errors. If you use the MoneyWorks DataCentre or MoneyWorks Now version, sign it (to give access to it) and upload it to your server.

Print the barcode on the invoice.