[18.1.11] Added "Form Defaults" section and "Custom Theme" checkbox

i adjust the next form but the change doesn’t happened
Form Defaults :
Cash Transaction → Receive money

You need to post screen shots of:

  1. Your default form for the receive money cash transaction.
  2. A new cash transaction entry screen, created after the default form was saved.

Are you aware that default forms only affect new transactions, not old ones?

@lubos, I have tested and confirmed that the problems with bank transactions mentioned by @sharpdrivetek in Post #16 of this topic also apply to cash transactions (except the Cleared status issue, of course). Selected default accounts and tax-inclusive status do not appear on new transactions.

1 Like

any update on this?

I want to set discounts as default without selecting every customer

Updates on what? Several things have been discussed. Your question was directed to me, but my post was only a few hours ago and had nothing to do with your question. And I’m not the developer.

you do not have to select every customer to apply discounts as default for them.
the sales invoices settings in Form Defaults works just like the way when you create a sales invoice, i.e. you have to select a customer to make the bottom portion of the form to appear.
when setting the sales invoice defaults just select any customer, set the discount you need and remove the customer before you click Update.
now the discount will appear as a default for all sales invoices irrespective of the customer selected.

1 Like


here is the screen shots it deosn’t affect the new transactions.

Great update. However in Settings/For Defaults/Sales Invoice there is no option to set a custom theme as default. The inability to set a custom theme as the default,and/or the inability to edit the default theme, is a big put off for many people

you will find the setting along with Discounts and other options for sales invoices.
image

@sharpdrivetek - I found that. It’s cumbersome as it can only be changed in edit mode. Also, this does not address the issue of not being able to set global default to a custom theme. I like Manager, but it is a pain to set a custom theme in every single transaction. Why can there not be an global option in settings, as there now is with the despatch note, to set the default to a custom theme. Or, at the least a way to edit the inbuilt invoice theme. This is a deal killer for a lot of people

have you first tried setting a custom theme as default under the new Form Defaults for sales invoices?
it works for everyone else including me after this feature update.

@sharpdrivetek - That’s the point, there is no option in the form defaults for sales invoices. There is in despatch notes but not in sales invoices

please check things before discussing on the forum. the topic itself was intended to provide details on the ability to set a default theme.

see screenshots below.

maybe you are not selecting a customer to see the rest of the form appear. but if you had read this topic completely, you would find this already discussed.

@milspectees - I can confirm what sharpdrivetek is saying, custom theme selection is definitely working for Sales Invoices. I have started using it myself.

Note that, of course, it will only impact newly-created Sales Invoices. Any that you already created will remain on the theme that you last used for them.

Doesn’t this mean that you would have to set the form defaults to your custom theme for every customer? If you select a customer in the form defaults, in order to be able to see the other options below, then whenever you create a new invoice the customer field and billing address field is automatically populated with the details of the customer you had selected in form defaults, which is not ideal. The same applies to credit notes, purchase invoices and debit notes, as mentioned by Tut at the beginning of the thread.

I’ve also just noticed that when you clone a purchase invoice the custom theme box is not automatically ticked in the clone, even though the purchase invoice I was cloning did have the custom theme box ticked. It should stand to reason that if I’m cloning I would want everything to remain the same in the new invoice. This is not an issue when cloning sales invoices …in these the custom theme box is ticked by default.

read below post #30.

I tried this and it works! I just wouldn’t have imagined it would, as when you remove the customer name the bottom half of the form disappears again, but it does still take the update as you said. Many thanks

:heart_eyes: ‘padapapa…~ I’m Loving it!’

updated to version 18.1.20, it is great and no problem at all