Custom fields only showing in Invoice edit screen

1

Hello I am using Manager version 26.3.26.3225 desktop version with Windows 11 Home on Dell Laptop 16 Plus 2-in-1. Model #DB06250.

I have added custom fields to sales invoices but they only show in the edit Invoice screen and not on the paid in full invoice. This is for internal use only and does not to be printed on invoices.
Let me tell you what I am wanting to do. We sell smoke alarms and customers sometimes ring up saying they have a fault. I show them how to reset the device which fixes the problem, However I want to be able to keep a record of the fault, in case it ever comes up again, which gives us extra quality control. Even better would be to create a flag (even a drop down box iwth a tick or cross) on our invoices to show where there has been an issue. I have checked to box “ do not show on printed invoice ”and do not copy or clone this information” Hope you can help as all the information shows it should be showing on the invoice screen, so I must not have completred the correct set up to get it ti function kind regards Mifs

Manager INV edit showing text
Manager INV edit showing text552Ă—572 13.3 KB

Manager INV no text
Manager INV no text1456Ă—692 15.6 KB

2

Hello @Mifs,

You need to configure your Custom Field to show on printed documents

Screenshot_20260327_052945
Screenshot_20260327_052945810Ă—1889 105 KB

This will ensure that your custom field appears on all printable documents using the default theme and any well written Custom Theme.

If you are using a Custom Theme and the custom field is still not showing, you need to rewrite the theme.

3

I understand that process, however what I am trying to do is show the information on the screen but not print it out. Hope you can help
Kind regards Doug

4

That’s also possible, but you will have to do that using a Custom Theme.

5

I checked out the custom theme options and was unable to find any buttons that allow that process. Could you please explain as I was not able to find any relevent information in the guides or forum as everyone seems to want to have information on their invoices, which I want as well but not to print on the invoice, however is is only showing on the edit screen at present. Hope you can help

6

Custom Themes encode the display and printouts of documents, they hold the computer code that builds the View screens.

To change them, you have two options:

  1. Edit them directly. This requiring programming skills, or alternatively

  2. Use Theme Enhancer to tell the AI chatbot to do these changes for you.For example, you can tell it to Don't display faults field on print and it will do it for you.

    See this other post for more detail:

7

Ok, so just to clarify, even though I have the custom field showing to show on printed documents, and I can now see it on the bottom of the invoice, you are suggesting that I instruct chatbot Don't display faults field on print and it will do it for you. and it will continue to show on the onvoice but not in the printed document. Wow if that is the case you will have made my day.