[Request] Add payment howto information to invoice

[MrJamesEllis]

Hi,

It would be nice if a field could be provided in the settings to add payment details to all invoices. This would avoid customers asking the inevitable question about how to pay.

A simple field would suffice, maybe with some allowances for basic HTML, as different users would have different requirements based on business rules and local laws.

For instance, we'd add some HTML that looks like:

Payments:

BSB : 123456789 Account Number : 0000000000 Bank : Acme Bank $Local Payments Note

International Payments: SWIFT : somecode $International Payments Note

General Payments Note / Late payments information / no cheques accepted etc

[cdp1337]

When I glanced at this message, I thought you were requesting payments made to be displayed on a printed invoice; which I was going to reply that has already been completed on someone else's branch of the project.... (partial shameless self plug :p ). Upon actual reading of the request, I see that it does not currently do this, but regardless it probably should, awesome idea! +1 from me too.

[funnylookinhat]

We've seen this sort of request a few times - whether it's a note to add to the invoice or instructions for remitting payment - however, we haven't come up with the best way to solve it just yet. We're tentatively planning on adding it in a post 1.1 milestone so long as we can make sure it doesn't break any layouts or cause unnecessary confusion.

Ideally - whatever instructions or note you attach to a specific Account Receivable would automatically propagate in to any invoices created thereafter - saving you the effort of entering the same instructions twice. This wouldn't work for "friendly customer messages", however, those arguably don't belong on an invoice anyways.

Do you think that would work for you both? If so I'll see to adding it ad a feature to add after 1.1 is released.

[MrJamesEllis]

Hi, yes that would work if it was linked to the Account, allowing different payment methods on a per account basis. If the field could allow basic HTML or markdown that would allow some formatting.

Always good to have payment details on an invoice, helps with cashflow, no excuses!

For the moment, I've modified the print.mustache template, and that works for us in our use case.

Thanks James

[funnylookinhat]

Sounds good - we'll see how quickly we can work this in!