The default template is not good for my business. In first line I want No., in the 2nd line product description and in the 3rd line serial no. and so on. If I use custom template then is it possible to sync products and customers to that template, i.e if I sell 1 item in custom template then will i…

Also be advised, @MicheleA , that when you use the default template example, it does not include all the functionality of the standard sales invoice. It is not even the actual code used to generate the standard invoice. So partial payments, Paid in Full stamp, etc., will not appear.

Ok, but how can I access the code for all of the reports if the templates on offer don’t match the produced standard reports? I want to modify Profit and loss Customer statements Customer receivables

It’s not possible to create HTML template for those reports. It could be one day but you are the first person asking.

Hi again, so how can the customer Statements be changed in format? Statements and invoices should have a remittance slip on the bottom for customer to send with payment. If not, at least I want to be able to add a custom field with Payment Options so customers can pay by EFT. Will you make the lay…

[image] MicheleA: Hi again, so how can the customer Statements be changed in format? They cannot. Payment details properly belong on an invoice, not on a statement, because payments should be made against invoices, not statements. You cannot currently modify the appearance of statements in M…

[image] lubos: It’s not possible to create HTML template for those reports. It could be one day but you are the first person asking. @Lubos : If you are planning to extend custom templates to all documents (purchase orders, receipts, etc.), then it would make sense to include the Customer Stat…

[image] Jon: If you are planning to extend custom templates to all documents (purchase orders, receipts, etc.), then it would make sense to include the Customer Statement reports as well. I agree. Ability to have custom HTML templates support for all external documents is in the pipeline.

That is really not practical. An accounting system shouldnt involve such manual manipulation with other software. Disappointing.

@MicheleA , @Lubos has acknowledged that custom HTML template support for the Customer Statement is now in the pipeline. So be patient, and you’ll be able to do what you want to do within Manager. The suggestions I gave you were workarounds. No software can possibly do everything; sometimes you nee…

@Lubos , Perhaps an interim solution would be to add a Notes field to all in-built reports that would print as a footnote on the last page of the report. For Customer Statement, this could be used for payment details and other comments to the customer, as requested by MicheleA. For financial reports…

Is it possible to edit sales invoice template

sharpdrivetek December 11, 2021, 2:08pm 23

you will need a custom theme. try below theme.

please be advised that no support will be provided related to the theme in case it breaks due to an update to the software. also, for modifications and updations you will have to hire a local programmer if you do not have the necessary expertise yourself.

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Is it possible to edit sales invoice template

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