# Invoices changed

**URL:** <https://forum.manager.io/t/invoices-changed/7775>\
**Category:** Uncategorized\
**Created:** [November 21, 2016, 9:26am UTC](https://forum.manager.io/t/invoices-changed/7775 "2016-11-21T09:26:35Z")\
**Posts on this page:** 20\
**Page:** 1

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**Author:** ![hammers](https://avatars.discourse-cdn.com/v4/letter/h/5f9b8f/32.png) [@hammers](https://forum.manager.io/u/hammers)\
**Post date:** [November 21, 2016, 9:26am UTC](https://forum.manager.io/t/invoices-changed/7775/1 "2016-11-21T09:26:36Z")

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Since I have upgraded to the new version I have lost my banking details which I had at the bottom left hand side can anyone help as to how to get it back.  
Thanks

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [November 21, 2016, 3:10pm UTC](https://forum.manager.io/t/invoices-changed/7775/2 "2016-11-21T15:10:15Z")

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That depends on how you had placed your information there and in what version you did it. Had you created a custom view template? Was the information in a custom field? Was it entered in the Business Identifier field under `Settings` =\> `Business Details`? What version are you running now? What edition are you using: desktop, server, or cloud?

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**Author:** ![hammers](https://avatars.discourse-cdn.com/v4/letter/h/5f9b8f/32.png) [@hammers](https://forum.manager.io/u/hammers)\
**Post date:** [November 21, 2016, 9:11pm UTC](https://forum.manager.io/t/invoices-changed/7775/4 "2016-11-21T21:11:24Z")

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Hi Tut  
The version that I was running was 15.6.97 and it was in settings Sales invoice template that I used I now see that this is no in the new version that I have which is 16.11.87. What I need is to be able to put this information back on the invoices. By the way I am using desktop edition

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [November 21, 2016, 9:13pm UTC](https://forum.manager.io/t/invoices-changed/7775/5 "2016-11-21T21:13:42Z")

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That feature disappeared so long ago, I don’t recall it’s exact nature. If I remember correctly, though, you could enter information that would basically appear as a footer.

Things you want below the main invoice body must now go into the Notes field. You can set default text there:

![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/3/30b5967a75be6f2deca8bec0e5d464d1de2cac1c.png)

The field accepts HTML code, so you have a great deal of flexibility in what you can do. You can also create additional custom fields.

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**Author:** ![hammers](https://avatars.discourse-cdn.com/v4/letter/h/5f9b8f/32.png) [@hammers](https://forum.manager.io/u/hammers)\
**Post date:** [November 21, 2016, 9:33pm UTC](https://forum.manager.io/t/invoices-changed/7775/6 "2016-11-21T21:33:01Z")

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Thanks for that also at the top of page in heading it is INVOICE can I change this to TAX INVOICE  
Thanks

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [November 21, 2016, 9:56pm UTC](https://forum.manager.io/t/invoices-changed/7775/7 "2016-11-21T21:56:39Z")

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If you use a built-in tax code for a country that requires invoices to be titled as Tax Invoice, it should happen automatically. Otherwise, you can do it with custom themes, but it would take a bit of programming.

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**Author:** ![hammers](https://avatars.discourse-cdn.com/v4/letter/h/5f9b8f/32.png) [@hammers](https://forum.manager.io/u/hammers)\
**Post date:** [November 21, 2016, 10:21pm UTC](https://forum.manager.io/t/invoices-changed/7775/8 "2016-11-21T22:21:06Z")

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Have tried that and unless I type it in every invoice it does not go into all invoices it would be easier to put the sales invoice template back

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [November 21, 2016, 10:32pm UTC](https://forum.manager.io/t/invoices-changed/7775/9 "2016-11-21T22:32:36Z")

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I don’t understand what you mean, @hammers. Unless you type what into every invoice? And where? There is no place to type in a different title except on sales quotes.

The sales invoice template `Settings` category is not coming back, because it would conflict with several previous improvements to the program and is totally incompatible with themes.

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**Author:** ![hammers](https://avatars.discourse-cdn.com/v4/letter/h/5f9b8f/32.png) [@hammers](https://forum.manager.io/u/hammers)\
**Post date:** [November 21, 2016, 10:43pm UTC](https://forum.manager.io/t/invoices-changed/7775/10 "2016-11-21T22:43:36Z")

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Have now got the bank details back at the bottom left in the notes,  
but I need the invoice to have a heading of Tax Invoice other wise some of my costumers will not pay  
Thanks

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [November 21, 2016, 10:58pm UTC](https://forum.manager.io/t/invoices-changed/7775/11 "2016-11-21T22:58:33Z")

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You did not answer my question.

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<div class="post-metadata">

**Author:** ![hammers](https://avatars.discourse-cdn.com/v4/letter/h/5f9b8f/32.png) [@hammers](https://forum.manager.io/u/hammers)\
**Post date:** [November 21, 2016, 10:59pm UTC](https://forum.manager.io/t/invoices-changed/7775/12 "2016-11-21T22:59:47Z")

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In answer to your question it was my bank details

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**Author:** ![itmoto](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/itmoto/32/12177_2.png) [@itmoto](https://forum.manager.io/u/itmoto)\
**Post date:** [November 21, 2016, 11:01pm UTC](https://forum.manager.io/t/invoices-changed/7775/13 "2016-11-21T23:01:30Z")

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See [[16.11.1] Added new themes for invoices, quotes, orders, receipts etc](https://forum.manager.io/t/16-11-1-added-new-themes-for-invoices-quotes-orders-receipts-etc/7554) (about half way through)

@lohjonming had the same requirement and Lubos was kind enough to let us know code needed for custom theme.

(A basic knowledge is needed to adjust your theme to get Tax Invoice)

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**Author:** ![Brucanna](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/brucanna/32/1960_2.png) [@Brucanna](https://forum.manager.io/u/Brucanna)\
**Post date:** [November 21, 2016, 11:02pm UTC](https://forum.manager.io/t/invoices-changed/7775/14 "2016-11-21T23:02:02Z")

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Have you set up a built-in country tax code under Settings - Tax Codes.  
If yes, then the Tax Invoice heading should appear on the invoices - if not, which country

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<div class="post-metadata">

**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [November 21, 2016, 11:12pm UTC](https://forum.manager.io/t/invoices-changed/7775/15 "2016-11-21T23:12:05Z")

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> [@hammers](#):
>
> In answer to your question it was my bank details

I thought your comment about “type it into every invoice” applied to the Tax Invoice heading. Since you were referring to your bank information, you have to set that as default text. I showed you where with the screen shot I posted earlier. Note that default text only applies to future forms, not past ones.

As for your Tax Invoice heading, two moderators have already told you that built-in tax codes for countries requiring this automatically substitute it. Otherwise, you have been referred to other topics where code substitutions are provided.

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<div class="post-metadata">

**Author:** ![d3mad](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/d3mad/32/3963_2.png) [@d3mad](https://forum.manager.io/u/d3mad)\
**Post date:** [November 22, 2016, 1:35am UTC](https://forum.manager.io/t/invoices-changed/7775/16 "2016-11-22T01:35:34Z")

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As others have said, setting your tax codes correctly will automatically make your `Invoice` a `Tax Invoice`.

These are found in Settings \> Tax Codes:

![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/7/798fff5aeedb12b2c82c221941125a3dc3320eb9.png)

Ensure you have a valid tax code selected, for me it’s Aussie 10% GST (GST Free will only generate an Invoice, not a Tax Invoice)

![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/e/ed93b13d4740227724f8d9b5554528571840486d.png)

In the absence of that, create a custom theme from anywhere you can see the invoice, and find where `title` appears between curly braces:

 ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/5/595bc90666451443dd6f8f1b9778fe7b6352c568.png)

and replace that with:

```
{{ title | replace: "Invoice", "Tax Invoice" }}

```

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<div class="post-metadata">

**Author:** ![hammers](https://avatars.discourse-cdn.com/v4/letter/h/5f9b8f/32.png) [@hammers](https://forum.manager.io/u/hammers)\
**Post date:** [November 22, 2016, 5:21am UTC](https://forum.manager.io/t/invoices-changed/7775/17 "2016-11-22T05:21:51Z")

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Hi All  
Thanks for your input and help with my problem have now got all working well.

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**Author:** ![Thapelo\_Nteta](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/thapelo_nteta/32/56188_2.png) [@Thapelo\_Nteta](https://forum.manager.io/u/Thapelo_Nteta)\
**Post date:** [December 9, 2016, 9:37am UTC](https://forum.manager.io/t/invoices-changed/7775/18 "2016-12-09T09:37:33Z")

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I need to change the heading on my invoice from INVOICE to TAX INVOICE, When i replace {{ title}} with the words TAX INVOICE, it changes the headings of all my documents of the even sales quotes are called TAX INVOICE. Even if i create a new theme all documents will adopt the title of the theme that i change so. So if i have opened PURCHASE INVOICE and change the theme to the newly created theme template, when i open an invoice it will be called the title of the theme i selected in purchase invoice.

How do i assign a theme template i have created to one document type and not apply to all?

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<div class="post-metadata">

**Author:** ![itmoto](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/itmoto/32/12177_2.png) [@itmoto](https://forum.manager.io/u/itmoto)\
**Post date:** [December 9, 2016, 9:50am UTC](https://forum.manager.io/t/invoices-changed/7775/19 "2016-12-09T09:50:50Z")

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@Thapelo_Nteta Try this:

![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/a/a8c3e8395a83e700ab738bd69faa6a70f6d09436.png)

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<div class="post-metadata">

**Author:** ![Thapelo\_Nteta](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/thapelo_nteta/32/56188_2.png) [@Thapelo\_Nteta](https://forum.manager.io/u/Thapelo_Nteta)\
**Post date:** [December 9, 2016, 10:48am UTC](https://forum.manager.io/t/invoices-changed/7775/20 "2016-12-09T10:48:14Z")

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Thanks for the reply, that solved one problem and created another, but i can live with the other problem of the Purchase Invoice now being called a Purchase Tax Invoice. However, there were two solutions posted and after i read the first option i can’t seem to find the replies that were posted.

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<div class="post-metadata">

**Author:** ![itmoto](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/itmoto/32/12177_2.png) [@itmoto](https://forum.manager.io/u/itmoto)\
**Post date:** [December 9, 2016, 11:31am UTC](https://forum.manager.io/t/invoices-changed/7775/21 "2016-12-09T11:31:28Z")

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Try my previous post. 👆 Wont be able to copy and paste i’m afraid, not sure how to upload code?  
Regards.

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