Hello, I created text custom field under name 'bank account" and as placeholder “Customer” was selected. When I create invoice and select any customer, by default the custom field appears in the invoice. How can I hide this custom field in Sales Quote?
I tried many times to hide the custom field in theme for sale quote, unfortunately no results.
Thank you.
As far as I know it is not possible to hide the Custom Field in Sales Quote without also hiding it in the Sales Invoice.
To have your bank accounts display only on all your Sales invoices create a Footer for Sales Invoices and set the Footer as Default using Form Defaults…
Your post is very confusing. You have described several distinct aspects of the program. You need to illustrate everything with screenshots.
Hi, Thank you for your suggestion. Unfortunately this way does not work because of we have different bank accounts in a different currencies assigned to each Customer.
Show the edit screen of the Invoice.
Also why did you select in the Custom field to “Show custom field on printed documents?” If you do not want to see it on printed documents? Just disable it, it will not show on the View and thus not on printed documents, only in the Customer tab (if not showing, change using Column Edit).
