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A
alex-b
August 16, 2019
Solved

When I'm setting up custom templates, can I have custom fields on my invoices (adding a customer's PO number, for example), but not have that shown on my estimate?

  • August 16, 2019
  • 2 replies
  • 0 views
When I try to do this, the form styles seem to be linked, so I can't have it different between invoices and estimates.
Best answer by GeorgiaC

Thanks for the feedback Alex, we're always looking for ways to develop the programme to suit our customers needs so I'll make sure this is passed onto our developers. 

For the payment details on the footer, if you have a separate template for the estimate and the invoice then you can remove the payment details from the estimate template and keep those on the invoice template as these do not link.

Additionally, if you enable the custom field for purchase orders and do not fill this in on the estimate, it will not then show the PO field on the estimate template when applied, but will allow you to then enter this on the converted invoice. Let me know if that makes sense! 

2 replies

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GeorgiaC
August 16, 2019

Hey alex-b, 

 

By design the custom fields are linked so if you enable this on one template it will automatically turn on for all sales form templates. You would need to edit and apply the template after converting the invoice from the estimate. 

 

Thanks :)

A
alex-bAuthor
August 16, 2019

Thanks Georgis, not quite the answer I was hoping for, but thank you for the quick response!

 
Could I put in a feature request to your development team that we can override this automatic linking than please?
 
When I create an estimate, there won’t be a Customer Purchase Order number (which I have as a custom field), and I’d like not to have my bank details shown on the bottom of the estimate either.
 
When that estimate is accepted, I’m ok with creating an invoice then creating the Delivery Note from the Invoice, and having both reference the Customer Purchase Order number is good, but I’d like my bank details only on the invoice, and ideally I’d like to be able to customise the Delivery Note too (another feature request!).. 
 
Does enough of that make sense? If you need anything more, or some examples, just let me know!
 
Best regards,
 
Alex
G
GeorgiaCAnswer
August 16, 2019

Thanks for the feedback Alex, we're always looking for ways to develop the programme to suit our customers needs so I'll make sure this is passed onto our developers. 

For the payment details on the footer, if you have a separate template for the estimate and the invoice then you can remove the payment details from the estimate template and keep those on the invoice template as these do not link.

Additionally, if you enable the custom field for purchase orders and do not fill this in on the estimate, it will not then show the PO field on the estimate template when applied, but will allow you to then enter this on the converted invoice. Let me know if that makes sense! 

    E
    EdwardR
    September 26, 2019

    Hi Furry_dice,

     

    We understand your needs for the additional customisation levels for users, we are always at ways which we can develop our products to fit our customers needs through feedback so this could be something which changes in a future release.

     

     

    F
    Furry_dice
    September 26, 2019

    If you think this is a request for additional customization then I am afraid you have failed to read the post.

     

    The issue here is that QB has designed a system that REQUIRES any user that USES (not even creates or edits) a customized template to be given permission to access and change all company information.  How you see that as a request for additional customization is not easy to understand.

    P
    payment after leaving
    September 26, 2019

    Hi Furry_dice

     

    If you would like a regular user to be able to have the option to choose this without having to edit the users functionality as mentioned above it will be classed as feedback/a product enhancement request. We do take on board the frustrations you have put forward in this forum.

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