Use bold underline and italics within invoice description

1

Is it possible to enable the use of bold, underline or italics (Control B, Control U, Control I) when typing within Sales Invoice description field (or Sales Quote description field), same as in an email/word/excel etc? At the moment I can only use upper case or lower case and spacing to distinguish parts of the description. Thanks

2

you should customize the theme for this if you want it as a default. if you have html coding skills you can do it yourself.

3

OK. I have no idea on html coding but guess I could do some research to learn! Just thought there may have been an easier way.

4

All fields in Manager accept html codes. if you can type them every time then you may follow as below.
The description field is coded as Bold by default.

for bold <b>Description</b>
for italics <i>Description</i>
for underline <u>Description</u>

5

Thankyou! I just tried it on an existing invoice and thought it hadn’t worked until I hit Update and bingo there is the small subheading in my description underlined! I shall type the codes when needed at this stage rather than set up a custom theme, as it really depends on what details are on each invoice description. But when I get a chance I will fiddle with the themes. Is it possible to also adjust the font size within the description field? (Not absolutely necessary, but could be handy)

1 Like
6

Yes. Even if you are not a true coder, a little internet research will turn up many sites that can guide you through HTML syntax for simple things like that. For example:

<span style="font-size: 16px; font-weight: bold">THANK YOU</span>

in the Notes field of an invoice yields a big, bold THANK YOU.

7

@elouera - note, however, that not all of these will work when you generate a PDF. For example, the in-built PDF exporter doesn’t seem to support <u>underline</u> but it does support <b>bold font</b>.

You may be able to work around any issues like this if you use an external PDF generator (install the PDF generator, and then use Print from Manager instead of the PDF button).

8

Thanks for all the help. I generally email direct from Manager but just to see I tried Print & selected FoxitPhantom PDF for HP and it created PDF with my underlining fine.