How to set default paragraph in invoice?

How to create paragraph about Terms & Conditions in any invoice as a default? I just can use custom fields but it used to add more information not for paragraph as a default.

I am not sure I understand your question. Custom fields can be of the Paragraph text type. See https://www.manager.io/guides/8941. You can make your terms and conditions show by default by following this Guide: https://www.manager.io/guides/14059.

I don’t know what you mean by “it used to add more information not for paragraph as a default.”

Thank you. But can I position the paragraph so that it aligns left or right?
This below picture took from my form default invoice and it looks a mess.
Screen Shot 2020-08-04 at 05.39.44

I need to position the number line neatly.

Hi @ejjaadiargo, you can add some html elements to the paragraph custom field.

You can use <ol type="1"> and <ol type="a"> for your subitems on the last list item.
Then just put a <li> before each item and </li> at the end of each one. and close out the ol's.

Note, you will need to enter it into the Form Defaults sections as a single line otherwise line-breaks get added. See dummy version below

custome-field-paragraph

1 Like

Thank you very much. So I add that html in which tab ? Form Default or Custom Fields?

Well first you need to add the custom field to Sales Invoices. I called it “Disclaimer”. This appears as a bold heading. If you don’t want a heading, then just put a Space into the field so it shows nothing. Also, make sure you check “Show custom field on printed documents”

If you want to include it on all new Sales Invoices, then add the content via the Settings > Form Defaults for Sales Invoices.

so I should add that HTML CODE on Form Defaults right?

You should enter the text into the custom field’s entry field.

How to aligning the words “DP” and “dan” in a line?

Screen Shot 2020-08-04 at 17.18.24

Yes. You will see the html code is automatically added into the field in the new invoice (during edit).

If you add it to the Custom Field entry, it will show up on the invoice plus the field will appear.

You need to add: <li> and </li> to Each item, then they will align...

Here is the text version of what I added…

<ol type="1"><li>List item 1</li><li>The second list item that can be a bit longer than the other text.</li><li>The last item has sub items<ol type="a"><li>a sub list item 1</li><li>second item</li></ol></li></ol>
1 Like

Thank you for your help @MarkLL but there is a problem that how to continous the number from “3” to “4,5,6” ?

Screen Shot 2020-08-04 at 17.43.04

You have done pretty well there @ejjaadiargo!

Obviously this is a html issue (and not Manager). I suspect that you have an extra End ordered list tag after the g. item. If you can attach a text file with the text, I can add the html for you.

it should be: <li>Review dan .... (e.g. item g.)</li></ol></li><li>Jika ada ...</li><li>Wakatu ... </li></ol>

It may be easier to use JS Fiddle… I started it here… https://jsfiddle.net/kdm482fr/

1 Like

Thank you bro it solved… @MarkLL

there is new problem. When I exported it into pdf, the number is disappear.
Below was captured from my invoice that exported as a pdf.

Screen Shot 2020-08-05 at 05.48.09

Hmmm, I have replicated this so this could be a bug or a lacking in the 3rd party library being used.

If using Windows 10, you can try “Print to PDF” functionality. This does respect the html layout, although the margins are not quite the same.

@ejjaadiargo, I think you would be better off ignoring any auto-numbering in HTML, which seems to be handled differently by different rendering engines. Resort to inserting the numbers yourself as ordinary text and just separate the paragraphs with <br> tags in the custom field. The possible variations of operating system, screen rendering, PDF generator, printer driver, browser, etc., are just too many, especially when few want to agree on or adhere to standards. My experience with custom fields teaches me that the simpler you keep things, the more reliable the results will be. In the end, being able to get the invoice out so you can be paid is much more satisfying that congratulating yourself on what a clever programmer you are.

If use “< b r >” I don’t get the aligned words. Then my invoices need to put Terms and Conditions in much paragraph and I hard to make it neatly.CCC

If I use “Print” it succeed. But if I export to pdf then the numbering are disappear. Anyway I use Cloud Version. But it’s okay to save PDF with “PRINT as PDF”. Thank You bro.

Well @Tut actually, maybe the guide that mentions HTML in custom fields needs to be updated! https://www.manager.io/guides/13392. I copied the text (from that page) and it did not go too well! The image worked, but the float style was ignored and I don’t know how “- Species: Malus domestica” + other points, was turned into a bullet point that is shown in the image.

Also the Signature example does not work (There is no height to the bounding box)

When writing out the PDF…

1 Like

It just worked for me.

This may depend on your operating system.

This just worked for me, also, producing exactly what the Guide shows.

I think your experience highlights how challenging it can be working across platforms and browsers. You always need to test your results. And, as I said before, simpler is usually more reliable.