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

[sharpdrivetek]

@FCP

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.

read below post #30.

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

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 cu…

[FCP]

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

[acecombat2]

‘padapapa…~ I’m Loving it!’

[Harry_Shen]

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

[ANDY2384]

Apologies all, i am new. I updated to newest version today and the custom theme has dissapeared.
I used to hav custom theme renamed as"priced delivery docket" but now i have no idea how to amend the code under themes to change name from INVOICE to be PRICED DELIVERY DOCKET.
Any help would be great

[sharpdrivetek]

@ANDY2384

custom theme has dissapeared.

what do you mean by this?
are you unable to select your custom theme or you do not see your custom theme in Themes under Settings?

[PeterW59]

I just updated to 18.1.21 and set my defaults for bank transactions receive money by selecting my bank account details and cleared. Only the cleared status shows when selecting new bank transaction. Did same for cash transactions spend money and same result with bank account. Same for interest account transfers.

[ANDY2384]

In the older version before i updated, i could simply amend the code to rename invoice to priced delivery docket.
Now that seems to have disappeared, and i dont know how to rename the invoice to be priced delivery docket. Please see screenshots if that helps to clarify. So basically i want the INVOICE to be renamed and show the words

PRICED DELIVERY DOCKET instead ( and also be the default )

[spandan888]

Try removing the word "Tax " from the code…

[ANDY2384]

apologies…that screenshot was from the OLD version i have…now it seems the code has chnaged, as per below, and i dont know how to add PRICED DELIVERY DOCKET in place of TAX INVOICE

{% if business.logo != null %}{% endif %} {{ title }} <table style="margin-bottom: 20px"><tr> <td> <div><b>{{ recipient.name }}</b> {{ recipient.code }}</div> <div>{{ recipient.address | newline_to_br }}</div> <div>{{ recipient.identifier }}</div> </td> <td style="border-right-width: 1px; padding-right: 20px; text-align: right"> {% for field in fields %} <div style="font-weight: bold">{{ field.label }}</div> <div style="margin-bottom: 10px">{{ field.text }}</div> {% endfor %} </td> <td style="padding-left: 20px; width: 1px; white-space: nowrap"> <div style="font-weight: bold">{{ business.name }}</div> <div>{{ business.address | newline_to_br }}</div> <div>{{ business.identifier }}</div> </td> </tr></table> <div style="font-size: 14px; font-weight: bold; margin-bottom: 20px">{{ description }}</div> </td> </tr> <tr> {% for column in table.columns %} <td style="font-weight: bold; padding: 5px 10px; text-align: {{ column.align }}; border-left-width: 1px; border-bottom-width: 1px; border-top-width: 1px{% if forloop.last == true %}; border-right-width: 1px{% endif %}{% if column.nowrap %}; width: 80px{% endif %}">{{ column.label }}</td> {% endfor %} </tr> </thead> <tbody> {% for row in table.rows %} <tr> {% for cell in row.cells %} <td style="padding: 5px 10px; text-align: {{ table.columns[forloop.index0].align }}; border-left-width: 1px{% if forloop.last == true %}; border-right-width: 1px{% endif %}{% if table.columns[forloop.index0].nowrap %}; white-space: nowrap; width: 80px{% endif %}">{{ cell.text | newline_to_br }}</td> {% endfor %} </tr> {% endfor %} <tr> {% for column in table.columns %} <td style="border-bottom-width: 1px; border-left-width: 1px{% if forloop.last == true %}; border-right-width: 1px{% endif %}">&nbsp;</td> {% endfor %} </tr> {% for total in table.totals %} <tr> <td colspan="{{ table.columns | size | minus:1 }}" style="padding: 5px 10px; text-align: right{% if total.emphasis == true %}; font-weight: bold{% endif %}">{{ total.label }}</td> <td style="border-left-width: 1px; white-space: nowrap; border-right-width: 1px; border-bottom-width: 1px; padding: 5px 10px; text-align: right{% if total.emphasis == true %}; font-weight: bold{% endif %}">{{ total.text }}</td> </tr> {% endfor %} {% for field in custom_fields %} <tr> <td colspan="99"> <div style="font-weight: bold; padding-top: 20px">{{ field.label }}</div> <div>{{ field.text | newline_to_br }}</div> </td> </tr> {% endfor %} {% if emphasis.text != null and emphasis.positive %} <tr><td colspan="99"><div style="text-align: center; margin-top: 40px"><span style="color: #006400; border-width: 5px; border-color: #006400; padding: 10px; font-size: 20px">{{ emphasis.text | upcase }}</span></div></td></tr> {% endif %} {% if emphasis.text != null and emphasis.negative %} <tr><td colspan="99"><div style="text-align: center; margin-top: 40px"><span style="color: #FF0000; border-width: 5px; border-color: #FF0000; padding: 10px; font-size: 20px">{{ emphasis.text | upcase }}</span></div></td></tr> {% endif %} </tbody>

[spandan888]

Copy that line which says " replace" and paste it in the appropriate position in your new theme…that is, above the line which says business logo…

[Frankie]

Replace:

{{ title }}

With:

{{ title | replace: "Invoice", "PRICED DELIVERY DOCKET" }}

[heldeman]

These colour Themes work 110%. Love it. I like the smooth and bold best.

[aymanjou]

Am still confused with all this. Am having issue with sales invoice if i add Saudi Arabia 5% tax, Invoice name change to Tax Invoice. Is it a bug or do i need to change something in the setting ?

[sharpdrivetek]

@aymanjou

Am having issue with sales invoice if i add Saudi Arabia 5% tax, Invoice name change to Tax Invoice.

is it not a legal requirement in Saudi Arabia to have Tax Invoice printed on sales invoices which are subject to VAT charges?

[Hennie_Groenewald]

This does not copy when you copy invoice like in the old version

[Hennie_Groenewald]

Old Version when you copied the invoice it kept your theme setting now it is not

[Stubro_Manager]

One of the Best features ever

[aymanjou]

I don’t know a lot about the KSA law, the thing is i created a Business for a friend in KSA and before the latest update the VAT code were fine, now any invoice without a VAT code the title stay as Invoice, if he enable the VAT code for any item in invoice and save it the title change to Tax Invoice by itself.

[sharpdrivetek]

for countries where there is a legal requirement to have invoice title as Tax Invoice, selecting the appropriate tax code will automatically change the title so that the user do not have to create a custom theme for it.