I have created a custom field and edited the “form defaults” text in order for my banking details to show up when I create an invoice. This works fine when I create a new invoice, but the custom field text is not showing when I batch create the recurring invoices I have already set up. I can’t find my mistake / the problem.
I must add, this was not a problem before I updated. My recurring sales invoices showed everything the same as a newly created invoice. Also, I thought this might be because I created the recurring invoices before I made the custom field, so I tried to create a new recurring invoice, but the problem remains.
I saw one of your replies to someone else stating that you should choose both sales invoices and recurring sales invoices in order for the custom field to show up there. I have now done this and when I create a new recurring invoice it now shows the custom field, but the text is still not in the field - it is empty.
Just to clarify. Now when I go to create a new recurring sales invoice, it gives me an open “custom field” box where I can type something, it does not populate the custom field text with the text I put in in the form defaults (which I now also corrected to appear on both sales invoices and recurring sales invoices). I would like to avoid having to add the text every time I create a new recurring sales invoice. I already made all my recurring sales invoices, so if this is the case it means I have to do them all over again and then type the text into the field every time?
Go to Settings → Recurring Transactions → Recurring Sales Invoices
Edit the Invoice including the Custom Field.
You could also open the View Window of an Invoice that you want to make recurring and Use Copy to Recurring Invoice. That will copy the Custom field text also.
Will I have to do this for every recurring invoice now? There is no way that I can apply it to all the recurring invoices I have already made and will make in future? This was not usually the case with the previous version. The recurring sales invoices usually already populated the custom field with the info I put in (exactly like it does with a normal new invoice) so I just want to make sure before I go to all this trouble. In the Form defaults I have chosen the placement to be on both Sales invoices and Recurring Sales invoices - isn’t then supposed to show up on the recurring sales invoice by default, that’s the point of the function, right? So something isn’t working right.
It is not working differently than before. Whenever you have ensured that you also allow Custom field to appear in Recurring Invoices it would. However, it needs the content. The content comes from the Invoice that is also made a Recurring Invoice. This usually happens when creating the Sales Invoice → View Screen → Copy to Recurring Invoice.
If in the Invoice you put content in the Custom field and made that a Form default, when Viewing and creating it as Recurring Invoice that content will be there as well.
If for whatever reason you have recurring invoices that do not have the content in the Custom field you can always use Settings → Recurring Transactions → Recurring Sales Invoices → Batch Operations (button at the bottom) → and try Batch Recode or Batch Update
I have never used the function “copy to recurring invoice” and the text was populated when I created the recurring invoice from scratch. But it could have been that I made some sort of error when creating the custom field on the update or something. I will try your Batch update solution (also haven’t tried this before, but I’ll give it a go). Please don’t close this chat yet as I will only have time to do this tomorrow and just want to make sure that I don’t have any questions. Thank you for your help so far.
I could not figure out how the batch functions work for an operation like this. So I ended up deleting all my recurring invoices and making new ones. One thing I can’t figure out though… I made a custom field > edit window > form default > entered the form default. I assumed this action would then place the custom field form default text on the sales invoices and recurring sales invoices as these are the placements I chose. This has not been the case. If I wanted the correct text displayed in the custom field box I had to edit the form default on my recurring invoices page as well as edit the form default on my sales invoices page. Editing the text in the form default of the custom field page had no effect on either my sales invoices or recurring sales invoices custom field text. I don’t fully understand what the point then is of editing the form default on the custom text page. Everything seems to have to be done on each separate page, which is weird and extra work. I don’t know what I’m doing wrong… But anyway, it’s fine now and everything is working. Thanks eko!