I have set the default invoice template. I have a default notes section which is my T&C’s of the invoice, When I generate an invoice in the usual way the layout is correct however when I click on the button to generate any recurring invoices the layout is not the same as normal generation, the T&C’s are all one paragraph and not laid out the same way.
Can someone help on this?
Notes now need to be in HTML.
thanks for the reply, but how come the layout isn’t messed up when generating an invoice in the standard way, but not in the recurring invoice?
Regards,
Richard.
I don’t think it should make a difference. Are you able to copy & paste your T&C? You can modify it to remove personal/business details.
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
<head>
<meta http-equiv="content-type" content="text/html; charset=iso-8859-1" />
<meta name="author" content="Richard" />
<title>Untitled 1</title>
</head>
<body>
<H4>TERMS & CONDITIONS</H4>
<ul>1. Cheques are to be made payable to Richard XXXXX.</ul>
<ul> *Note: Charges may be levied on uncleared cheques.</ul>
<ul>2. Direct payment can be made into the following account:</ul>
<ul> Suncorp / BSB No: XXX - XXX</ul>
<ul> Account No: XXXXXXXX</ul>
<ul> Account Name: XXXXXXX XXXXXXX</ul>
<ul> *Note: Please use invoice reference number (INXXXX) as payment reference number when using this method.</ul>
<ul>3. Goods sold are not returnable or refundable. They are covered by manufacturer warranty.</ul>
<ul>4. Having been issued with this invoice implies that work has been carried out and that the above mentioned person/company agree to the terms and conditions of this invoice.</ul>
<ul>5. The customer will be liable for all costs incurred by Richard XXXXXX T/A Company Name for collection of outstanding monies for the supply of products, consultation or work carried out (including Legal, Debt Collection, Bank Charges, Interest on Over Due accounts).</ul>
</body>
</html>
Update, I have just gone through the process of creating an invoice from a quote and the same thing is happening with the Notes section and the content; that it is not keeping the format.
How does Manager work as far as using a generic template?
Regards,
Richard.
Here is the thing. You shouldn’t be using tags such as <html>, <head>, <body> etc. this is because Manager UI is already HTML document and your HTML code is injected into existing HTML markup.
New version will actually sanitize HTML code so it’s not possible to use those tags anymore. So you should insert only:
<H4>TERMS & CONDITIONS</H4>
<ul>1. Cheques are to be made payable to Richard XXXXX.</ul>
<ul> *Note: Charges may be levied on uncleared cheques.</ul>
<ul>2. Direct payment can be made into the following account:</ul>
<ul> Suncorp / BSB No: XXX - XXX</ul>
<ul> Account No: XXXXXXXX</ul>
<ul> Account Name: XXXXXXX XXXXXXX</ul>
<ul> *Note: Please use invoice reference number (INXXXX) as payment reference number when using this method.</ul>
<ul>3. Goods sold are not returnable or refundable. They are covered by manufacturer warranty.</ul>
<ul>4. Having been issued with this invoice implies that work has been carried out and that the above mentioned person/company agree to the terms and conditions of this invoice.</ul>
<ul>5. The customer will be liable for all costs incurred by Richard XXXXXX T/A Company Name for collection of outstanding monies for the supply of products, consultation or work carried out (including Legal, Debt Collection, Bank Charges, Interest on Over Due accounts).</ul>
But this HTML code is still not right. You should look into tags such as <li> and <ol> to see how to make lists in HTML.
Lubos,
thanks for the reply, I have cut and pasted the section you have suggested into the Make Default Notes section yet when I view the invoice it is still showing the information as one large paragraph and not the layout as above. I would seem that the layout is being ignored.
Thanks for your help so far.
Regards,
Richard.
@Lubos gave you the answer: “But this HTML code is still not right. You should look into tags such as <li> and <ol> to see how to make lists in HTML.” Correct your HTML, and it will appear correctly.
@izcrab, check Creating Lists - Learn to Code HTML & CSS, it has examples how to create various lists (including nested lists) in HTML markup.
Also, upgrade to the latest version (16.8.7). I’ve improved HTML support so <br /> tag is inserted only in plain text and not within HTML tags if there is new line in your markup.
Under no circumstances should you post personal banking information on this forum. I have edited your posting to camouflage it.
Repeating: @Lubos gave you the answer: “But this HTML code is still not right. You should look into tags such as <li> and <ol> to see how to make lists in HTML.” Correct your HTML, and it will appear correctly.
Again, again: Your HTML is incorrect. Broken HTML results in broken output. Consult an HTML resource and read about lists.
lubos,
Ok, I have followed the code syntax as per your instructional link and the layout is better in that the listed items are on seperate lines however there is no line spacing between the lines themselves; I have used the “<“br”>” tag (i used the “” here so that it can be seen in the text…) to create the line spacing, but it is being ignored. Can you tell me what tag I can use to be able to add line spaces between each line?
Thanking you in advance.
Richard.
Please post your revised code, a screenshot showing the result, and a description of where you want the spacing.
Jon,
Here is the revised code and it includes the br tag so you can see where I would like the line spacing.
Code:
<h3>Terms & Conditions</h3>
<ol>
<li>Cheques are to be made payable to xxxxxxxxxxxxx.
<ul>
<br>
<li>Note: Charges may be levied on uncleared cheques.</li>
<br>
</ul>
<li>Direct payment can be made into the following account:
<ul>
<br>
<li>Suncorp / BSB No: xxxxxxx</li>
<li>Account No: xxxxxxxx</li>
<li>Account Name: xxxxxxxxxx</li>
<ul>
<br>
<li>Note: Please use invoice reference number (INXXXX) as payment reference number when using this method.</li>
<br>
</ul>
</ul>
<li>Goods sold are not returnable or refundable. They are covered by manufacturer warranty.</li>
<br>
<li>Having been issued with this invoice implies that work has been carried out and that the above mentioned person/company agree to the terms and conditions of this invoice.</li>
<br>
<li>The customer will be liable for all costs incurred by Richard xxxxxxxxxxxxxxxxxxxxxxxxxxx for collection of outstanding monies for the supply of products, consultation or work carried out (including Legal, Debt Collection, Bank Charges, Interest on Over Due accounts).</li>
</ol>
End Code:
Thanks
Richard.
HTML standard doesn’t allow <br> tag directly under <ul>. So remove those <br> tags.
You can use CSS to add space vertically.
For example:
<li style="padding: 5px 0px">Suncorp / BSB No: xxxxxxx</li>
In addition to what @Lubos just told you, you’re also missing at least two </li> tags from list items near the top of your code:
<li>Cheques are to be made payable to xxxxxxxxxxxxx.
and
<li>Direct payment can be made into the following account:
don’t appear to have any matching </li> tags.
Adjust your HTML by terminating all tags properly and by removing the embedded <br> tags as pointed out by Lubos, and try again. You might try running your code through an online HTML validator to make sure it’s formatted properly before injecting it into Manager.
Thanks for the reply, I did as you suggested and the footer text is laid out as it should be.
However there is now another problem; when I print to pdf or try to email from Manager the invoice comes out spread over 3 pages.
Search the forum. This topic has been addressed before.