Carry over Custom Field values on New Payment and New Receipt functions

ideas
1

I am working on an Italian e-invoicing workflow and I am using a custom field named “IBAN” to store the customer’s bank account details imported from italian eInvoice XML.

The configuration is as follows:

  1. A custom field called IBAN is defined on Purchase Invoices and is populated automatically when the XML is imported.
  2. The same custom field name (IBAN) is also defined on Payments, so that the information should be available when recording the payment.

The behaviour I was expecting is the following: when I view a Sales Invoice that already has the IBAN custom field filled in and I click on “New Payment”, the Payment form would inherit or copy the value of the IBAN custom field from the invoice to the payment.

However, this does not happen. The Payment is created correctly, but the IBAN field on the Payment remains empty, even though the IBAN field on the Sales Invoice is populated.

If this is not currently possible, would it be reasonable to consider it as a feature request, so that custom fields with the same name could optionally be inherited when creating a Payment from a Sales Invoice?

Any clarification or guidance on how to achieve this behaviour, or confirmation that it is not currently supported, would be greatly appreciated.

2

@lubos From what I recall, fields with the same name used to be copied from one form to another. However, in this instance, it doesn’t seem to work. Why is that?

3

Hello @Davide,

Sorry for the late response.

What you recall was correct for old implementation of Custom Fields.

The new Custom Field implementation requires that a single Custom Field be defined for both the Invoice and Payment like so:

Screenshot_20251205_183257
Screenshot_20251205_1832571080×1147 143 KB

4

What has already been done is shown in the screenshot. Evidently, since the payment (or receipt) is not a copy but a different function, it does not pass the parameters. It would be beneficial if @lubos could implement this feature to address this shortcoming.

image
image601×636 12 KB

1 Like
5

That’s a good point.

I think this is a good idea.

1 Like