Can I edit the customer statements form?

1

Basically, when I generate the customer statements report, the name of the customer needs to have a prefix which if not written is a disrespect in my language. modifying the names of each customer to include the prefix is not suitable for us.

I want any of these two options:

  1. make a custom field and make that field show right before the customer name in the forms.
  2. generate a static prefix ("Mr. ") before the customer name

(Where) can I do this?

Thanks for reading

2

Ok I found it.
I added a custom field to the customers with name “prefix” then in
(Settings → Obsolete Features → Themes)
made a new theme and in line 12 where {{ recipient.name }} exists, added this before it

{% for field in custom_fields %}
  {% if field.label == "prefix" %}
    {{ field.text }}
  {% endif %}
{% endfor %}

which I made with ChatGPT, he claims that the code cant be shorter.

This works in Customer Statements report, is there a way to make the Sales Invoice use this theme?

3

You can use it in Sales Invoice by selecting it in Sales invoice form, but Custom Themes are obsolete and not recommended.

4

Oh, I need to select it in every invoice :frowning:
Thanks.

But the alternative wouldn’t solve my problem, I need the theme

5

You can use “Form Defaults” and select the theme there. Then you wont have to select on every invoice.

6

Yes but that works for future invoices. not older ones.

7

You can batch update older invoices.

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