DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

How to enable PAID IN FULL Option in sales Invoice


#1

I have edit view template and update in sales invoice, all is good. But when I received money, the PAID IN FULL option disappear. So please kindly help me.


#2

Your problem is related to another one raised today. Here is the answer I posted to that topic:

The HTML code that appears as a starting point when you create a new view template is NOT the code Manager uses to create the standard invoice. Accordingly, it lacks some of the features in the default sales invoice template. So unless you want to re-code the entire template, you need to stay with the default to get all those nice features.

I have personally raised this as a problem with @lubos. Hopefully, we will see a change. Even small edits, such as a font size change or spacing adjustment, are now impossible without sacrificing functionality.

@lubos says the HTML code that comes up when you create a new view template is now only meant to give you a starting point for your own template, as opposed to representing what Manager actually uses.


#3

Thanks Tut


#4

Thats strange. I use a modified template which I created in April and I get the Paid in Full option and it appears to show everything that the original template shows including my changes.


#5

Are you sure?

is it show PAID IN FULL sign in small box on sale Invoice?


#6

Based on your frequent contributions to this forum, @dalacor, I assume you update your software regularly. I don’t know exactly when the change was made, but I noticed it on August 7th of this year and created a topic for it: Custom view template does not show amounts credited

The problem I first noticed was failure of custom view templates to show amounts credited for a customer. But overdue, paid in full, and such “stamps” were all affected.


#7

Thanks Tut, finally i got it


#8

Well maybe it has to do with the fact that I have not altered the custom template since April. Does this issue only occur if you alter the template after this date and on a newer version of Manager? I am using version 15.5.40 which was released mid September.

I will keep checking to see if any updates affect this issue and I will backup my software beforehand as I don’t want to lose my template.


#9

So far as I know, this has nothing to do with when the view template or the sales invoice were created. If I recollect my own experience correctly, an old sales invoice on a custom view template displayed as normal when Viewed. But if you selected Edit, the view template dropdown box near the bottom showed the symbol ####, which @lubos told me meant the template had been invalidated. If you changed to the default template and then went back to your custom template, things such as the Paid in Full stamp and amounts credited, balance due, etc., no longer appeared.

This happened when some other features were added that apparently made it impossible to use some (but perhaps not all) old custom view templates. Perhaps yours wasn’t invalidated. My own changes were so small and easily made, however, that I would be surprised if anything I did couldn’t be handled along with the new features. I had changed front size on the summary line, inserted a line saying “Make payment to,” adjusted some top padding to space my logo better, and scaled the entire invoice table width to 95% and centered the entire invoice to yield wider side margins. If I had to guess, I would think the last one is what invalidated the template, but I don’t know.

These changes were so minor, I was willing to re-insert them any time the default sales invoice changed. But you can’t do that, because the HTML code that comes up when you create a new view template isn’t what Manager is currently using to produce the default invoices.

I also tried creating a new view template from the code @lubos provided as what he called the last fully functional version. I have no idea what went wrong, but there were many problems, with fields out of place, etc. So I gave up. This situation is enormously frustrating to me.


#10

Bummer for you. It would appear from looking at my edit, that my template has validated successfully.

I can understand your frustration because while I like Manager a lot, I am frustrated at the lengthy wait for what I consider to be core features such as the status of quotes and purchase orders and simple things like a reminder for me to include delivery fees in sales invoices or to add serial numbers on sales invoices. These particular issues negatively impact on my business because I forget to include all the delivery fee charges or I forget to order all the items I need from one supplier for different clients because I am unable to close sales quotes and purchase orders so I cannot see what is currently open and waiting to be processed whether its a sale or purchase order!

I can email you a copy of my custom template and maybe that will help you? Naturally it will be different to what you require, but at least you could modify that one to your needs. Maybe there was something in the custom default template that is not in the default template coding that Lubos provided you with?


#11

Thanks for the offer, @dalacor. But I’m going to stick with the built-in functionality and keep pressing for the change. By the way, I have no idea whether there is actually some form of validation check on custom templates, only that somehow the application has bounced mine.


#12

well I did not get the #### that you mentioned, so I assume that there must be some kind of validation, but I will know when I do my next batch of invoices which will be beginning of October.

Hope that you get your problem sorted out. Do you think that your issue could be a Mac issue? I have windows and this may be the reason for the difference?


#13

I do use a Mac, but don’t think that’s the issue, because many others have raised related issues. Plus, @lubos told me he had simplified the new view template that comes up when you create one. I didn’t understand fully from his brief explanation, but the implication was that things were just getting too complex.

He is also the one who told me what the #### meant. He just didn’t say exactly what process the program uses to determine whether a custom template can be used.