DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Custom text on Sales Invoices/Sales Quotes


#1

Would it be possible to add a custom text field on Invoices/Quotations besides the Footer?

We often have different terms & conditions for different clients and when changing the text in the footer for one specific invoice/quotation, the text on all other invoices/quotations is changed with it.

It would really be nice to have the global footer in the templates but an additional text field in each quotation/invoice for specific terms&conditions.

It would be greatly appreciated if this could be implemented.

Keep up the good work and thank you for a great program!


#2

Check the latest version (14.4.25)

Sales quotes and sales invoices forms have new field “Notes” at the bottom which is automatically pre-filled with the text from templates but you can change the text as per individual quote or invoice if required.


#3

Thank you for the lightning fast implementation. This is exactly what I was looking for. You guys rock!


#4

Can you tell me how to customize the look for the sales quotes and invoices. as basic as you can please not very verse in technology


#5

Sales quotes are not possible to customize yet. It’s coming soon. Sales invoices can be customized through HTML themes module. If you are not familiar with HTML, you will need help from some HTML designer though.


#6

Manager rocks. Waiting eagerly for the customisable sales quotes.