Hello,
I am using custom fields on my “Customer” & “Sales invoice”. I use these to record “vehicle make & model” and “Registration number” as i am a mechanic & I have set both to show on printed documents at the top.
If I fill out & save these fields in the customer tab, when i start a “new sales invoice” for the customer these fields are prefilled (which is perfect), but when I “create” the invoice the fields are displayed twice at the top of the invoice. This doesn’t happen on version 23.11.2.1119 but does occur on 24.3.10.1347.
Any help would be greatly apricated.
Custom fields placed at Customer carryover information to the printed documents directly from customers. So you have filled that same information on sales invoice form too that’s why its duplicating (1 time from Customer and the other is from your sales invoice). I don’t know how long it will be like this because it was done by the developer to solve some issues temporarily.
What i would suggest is to uncheck “Show on printed documents” and use the recently introduced merge tags. Go to footers and create a footer with your custom field information. You can select that footer on sales invoice.
If we place a custom field on Customer, we don’t need to add it to the Invoice, and vice versa.
If the custom field is specific to the customer, then place the custom field on the customer.
But if the custom field is specific to Invoice, then place it on Invoice.
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Thanks. So I use the field in customer as a quick reference to show what vehicle they own and what the registration plate is. When i used this before it was saving time on creating an invoice as it would add those details to the invoice. I can also see on the invoice list what the details are and when printed these details must be on the paperwork for the customer to see. If I only add it to the invoice then i will need to input this every time i create an invoice.
Hope that makes sense.
Thank you.
I understand what you are saying but i really need these details prominently displayed as they are important details on the invoice paperwork.
Combining the advice given by @shahabb and @Mabaega you should still assign the custom field to both customer and invoice but only enable print on the invoice (see screenshot) and not on the customer.
This will allow you to have this information on top of their invoices and enables you to search trough the customer tab for that information but not print it.
Yes thats true. But this behaviour is of Classic custom fields and the new custom fields doesnt carryover information directly to the transactions. But due to some issues developer added this (Discussed previously on the forums). So we dont know if this will work in the future or not.
What i have suggested, this way you can keep the autofill feature on the invoice and display it the way you want it.
And i think this is where Manager is headed. One thing left is Headers (I think it is in the ideas). If they are introduced it will conclude the need for “Show custom field on printed documents” option.
You can use the Form Dafault and select the Footer there so you dont have to select it again and again.
Havent seen such thing in Manager yet.
I don’t know what version you are using but I’m using server v24.4.13.1433 and data entered into a custom field with placement Customer and with the 2 “Show…” options enabled, is also placed on a sales invoice for the same customer. If I use placement Customer and Sales Invoice that custom field is placed twice on the Sales Invoice.
You are right my mistake. In any case you showed the direction @Lubos seems to be moving Manager to. It signifies also the urgent need for a header feature that also allows for CSS to bring some colour into the functional but non-distinctive invoices, receipts, etc. Hopefully such headers and footers will also expand to reports.
And the ability of choosing more custom fields (Fetching custom fields from Business Details and Customer/Supplier) so some fixed information that is not required on transaction form can also be used in footer/Headers of transactions. Currently it is limited to the custom fields with placement at that specific form.
Thanks @shahabb
I would rather the information higher up as it is very important rather than a foot note. As we have said it worked fine in previous versions
Using Custom Themes is still possible for this. except on batchView
I know, we are using that but then you can not use new features such as footers.
Footers are similar to Custom Themes, we can write HTML code and scripts there.
We can set the colors and print according to the display in the browser.
I am aware that I can do that for the content in the footer. However, maybe you can please show me an example where you can change using Footer the colour of the header in the columns such as below:
Which is in Custom themes:
<tr>
{% for column in table.columns %}
<td style="background-color: #70AD47; writing-mode: horizontal-tb; border-inline-start-width: 1px; border-inline-start-style: solid; border-inline-start-color: #000; {% if forloop.last == true %} border-inline-end-width: 1px; border-inline-end-style: solid; border-inline-end-color: #000{% endif %}; text-align: {{ column.align }}; font-weight: bold; color: #fff; padding: 5px 10px; border-bottom-width: 1px; border-bottom-color: #000; border-top-width: 1px; border-top-color: #000; border-top-style: solid; border-bottom-style: solid{% if column.nowrap %}; width: 80px{% endif %}">{{ column.label }}</td>
{% endfor %}
And how to change the Font-size of the Description using Footer, such as we have done in Custom themes:
<div style="font-size: 16px; font-weight: bold; margin-bottom: 15px">{{ description }}</div>
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AFAIK cant be done through footers. Even if possible it would need major modifications. Better to continue using Custom themes as footers can be added in custom themes.
The current merge tags concept is great. I myself need custom themes but waiting for the headers and new custom themes. and i hope the merge tags concept is extended to headers and new custom themes too.
Is what I already mentioned until @Mabaega’s comment. I also explained that the Footers feature does not work when using Customs themes.
I think what @Mabaega done in that comment is change the color of that specific footer. which can be done. What you asked for is using a footer to change the header of the main table. Maybe @Mabaega can comment on that.
Yes i know that. What is said is manually entering footers in the custom theme. But wont be useful like the built-in programme footer feature.