Is there an easy way to add a generic customer statement on invoices? I would like to add terms and conditions to the bottom of invoices. I looked at the custom field option but it does not allow me to type a message. I am looking into editing the code on a theme but wanted to see if there was an easier way before I go through all of that. Thanks!
Yes, it does. Define the custom field type as Paragraph text. Choose an appropriate size. Here is one defined for sales invoices:
While the custom field appears on past invoices, only new invoices will have the default text. You can edit the content while creating the invoice or afterwards. The example above produces:
If you leave the field blank, nothing will show on the invoice. The custom field will also accept HTML code, so you can vary text size, weight, and color.
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I was trying to do this in the invoice section of custom fields. I am familiar with the options you have spelled out. But I don’t get these options in the invoice field. I only get to name the field, option field, and show on invoice check box. Am I in the wrong area of custom fields? Unable to send screenshot. Thanks
EDIT: I just noticed that there is a second area on the custom field link. I was trying to do that in the area marked Sales Invoice Line. The second area is just marked Sales Invoice. The two areas aren’t even showing in the same column on my screen so I didn’t catch that. Thanks so much for your help.
Yeah, the sales invoice section adds a field to the overall invoice. The sales invoice line adds a field to a line within an invoice. The second type is suitable for things like adding a serial number.
Hi @Tut. Sorry if there is a problem asking something in this post that is 2 months old. My issue is, that I want to do a predefined paragraph (just like you send on the screenshot with “Terms and Conditions”. But, my problem is that I’m selecting “paragraph text” and it doesn’t open a box for the text. Let me show it to you with a screenshot.
Isn’t supposed that a box for entering the paragraph should open? Or am I doing something wrong?
this function has been moved to Form Defaults after it was introduced. read the guides section regarding this.
Ok, thanks @sharpdrivetek. Now I see the box for entering a paragraph in Form Defauts. I wrote a paragraph in it, but why when I’m making an invoice, the box appears in blank (it is supposed that it needs to be filled with the paragraph I wrote).
If your custom field is checked to show on printed documents like your screen shot, and your sales invoice form default includes text, it should show up on every new sales invoice you create. The program will not retroactively change invoices previously created.
Thank you @Tut , I wasn’t verifying well. Now it works