Custom Themes Coding

1

I understand this is a frequently discussed topic on a deprecated feature, but I’m reaching out to anyone still using custom themes and Liquid coding in Manager. I run a B2C business, so I don’t use Manager in a typical B2B or accounting context. I want to modify my custom theme for Invoices to display “Project Number” and “Project Date” instead of the default “Invoice,” which feels more suited for B2B interactions. Could anyone provide guidance on the necessary code changes or direct me to the appropriate program file (JSON?) to edit these hardcoded terms? I appreciate any help you can provide.

2

@Infohunter please familiarize yourself with FAQ - Manager Forum especially:

If your question is related to custom themes or custom reports, always post the code or report definition you have developed and the results it produces. Do not simply post a picture of something you want and ask other users to tell you how to achieve it.

and importantly!

Do not offer or solicit products or services. Do not ask Forum members to develop themes, reports, or localizations for you unless you have already tried yourself. Then (as mentioned above), post your own work and the results, stating clearly the problem you are having.

4

I have two sections with ALL CAPS comments for areas that aren’t working properly:

{% if business.logo != null %}
{% endif %}
{{ business.name }}
{{ business.address | newline_to_br }}
Project
Summary 
            <!-- Client and Invoice Details Section -->
            <table style="margin-bottom: 40px; width: 100%">
                <tr>
                    <td style="width: 50%; padding-top: 20px">
                        <div style="background: #f8f9ff; padding: 20px; border-radius: 10px; border: 1px solid #e0e6ff">

                        <div style="font-weight: bold; font-size: 14px; color: #333333">{{ recipient.name |_ }}&nbsp;&nbsp;{{ recipient.code }}</div>
                            <div style="color: #666666">{{ recipient.identifier }}</div>
                            <div style="font-weight: normal; font-size: 14px; color: #555555; margin-top: 5px">{{ recipient.address | newline_to_br }}</div>
                        </div>
                    </td>
                    <!-- THIS IS THE SECTION IN QUESTION - I WANT THE {{field.label}} TO DISPLAY MY CUSTOMIZED "PROJECT NUMBER" AND "PROJECT DATE" - THE SYSTEM USES "INVOICE..."
                    <td style="padding-left: 30px; padding-top: 20px">
                        <div style="background: #fff; padding: 20px; border-radius: 10px; border: 1px solid #eee">
                            {% for field in fields %}
                            <div style="margin-bottom: 15px">
                                <div style="text-transform: uppercase; font-size: 12px; color: #2A4EB2">{{ field.label }}</div>
                                <div style="font-weight: 500; color: #333333; margin-top: 5px">{{ field.text }}</div>
                            </div>
                            {% endfor %}
                        </div>
                    </td>
                </tr>
            </table>

            <!-- Description Section -->
            {% if description != blank %}
            <div style="background-color: #FFF7F0; border-left: 4px solid #F79922; padding: 15px; margin-bottom: 30px; border-radius: 0 10px 10px 0">
                <div style="font-size: 14px; color: #333333">{{ description }}</div>
            </div>
            {% endif %}

            <!-- Items Table -->
            <div style="border-radius: 10px; overflow: hidden; border: 1px solid #eee">
                <!-- Table Headers -->
                <table style="width: 100%; border-collapse: collapse; background: #f8f9ff">
                    <tr style="background: #2A4EB2;">
                        {% for column in table.columns %}
                        <td class="text-{{ column.align }}{% if forloop.last == true %}{% endif %}" 
                            style="color: white; font-weight: bold; padding: 12px 15px; font-size: 14px{% if column.nowrap %}; width: 80px{% endif %}">
                            {{ column.label }}
                        </td>
                        {% endfor %}
                    </tr>

                    <!-- Table Body -->
                    {% for row in table.rows %}
                    <tr style="{% if forloop.index0 | modulo: 2 == 0 %}background: white{% else %}background: #f8f9ff{% endif %}">
                        {% for cell in row.cells %}
                        <td class="text-{{ table.columns[forloop.index0].align }}" 
                            style="padding: 12px 15px; color: #444444{% if table.columns[forloop.index0].nowrap %}; white-space: nowrap; width: 80px{% endif %}">
                            {{ cell.text | newline_to_br }}
                        </td>
                        {% endfor %}
                    </tr>
                    {% endfor %}
                </table>

                <!-- Totals Section -->
                <table style="width: 100%; background: white; border-top: 2px solid #eee">
                    {% for total in table.totals %}
                    <tr style="{% if total.emphasis == true %}background: #f8f9ff{% endif %}">
                        <td class="text-end" style="padding: 12px 15px; text-align: right" colspan="{{ table.columns | size | minus:1 }}">
                            <span style="color: #666666{% if total.emphasis == true %}; font-weight: bold; color: #2A4EB2{% endif %}">{{ total.label }}</span>
                        </td>
                        <td class="text-right" style="padding: 12px 15px; white-space: nowrap; text-align: right;">
                            <span style="{% if total.emphasis == true %}font-weight: bold; color: #2A4EB2{% else %}color: #666666{% endif %}">{{ total.text }}</span>
                        </td>
                    </tr>
                    {% endfor %}
                </table>
            </div>

            <!-- Custom Fields Section -->
            {% for field in custom_fields %}
            <div style="margin-top: 30px; background: white; padding: 20px; border-radius: 10px; border: 1px solid #eee">
                <div style="text-transform: uppercase; font-size: 12px; color: #2A4EB2; margin-bottom: 10px">{{ field.label }}</div>
                <div style="color: #444444">{{ field.text | newline_to_br }}</div>
            </div>
            {% endfor %}
        </td>
    </tr>
</thead>
5

Please as requested show (screenshot) the result it produces.

6

Invoice (Custom Template)
Invoice (Custom Template)790×730 49.2 KB

Since none of the ideas (code) provided by AI for altering the phrases worked, I have already deleted them. Thus, my COMMENT is the only reference in the code for where something new needs to be attempted.

You can also see how “Balance Due” shows instead of “Paid in Full” even though this invoice has no outstanding balance since nothing is being charged. The balance is $0.00, so “paid in Full” should be showing.