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Feature Request : Allow you to have different invoice headers for different clients
Feature Request : Allow you to have different invoice headers for different clients.
You could have a selection of trading names and addresses (a lot like a supplier or a client) and a different logo for each. When create invoice you choose which one. I suspect it could reuse the contacts logic.
You could have a selection of trading names and addresses (a lot like a supplier or a client) and a different logo for each. When create invoice you choose which one. I suspect it could reuse the contacts logic.
I’m surprised this doesn't exist already
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Actually Leonard, it's just struck me that you may be able to do something akin to what you're suggesting already with custom invoice templates.
You would need to make a custom template which included a header graphic of your new logo + potentially address.
For your main company trading name you would choose a standard template and display the normal logo and address.
For the other trading name select the new custom template and choose letterhead paper, which will remove the default logo and address.
This will display your alternative graphic header where the logo would appear.
It's a bit of a workaround and you would need to know CSS to make the custom header in the first place but it would work.
If you're not comfortable with CSS then we do provide a custom invoice template service at additional charge.
NOTE: custom templates are turned off by default on all accounts but we can enable them easily for you.
How does that sounds?
I’m hoping there is a solution here
The company thinks
this is one of the best points
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Inappropriate?Hi Leonard,
Very few of our customers ever have this requirement so it's something we haven't really factored into the app.
There's been another question about having separate company and trading address, and we are looking at that now, but we've got no plans to introduce multiple headers for different contacts as it would actually involve a fair bit of development work.
Our priorities are just focused on other features that will benefit the majority of our users.
Sorry we can't help you with this at the moment. -
Inappropriate?Actually Leonard, it's just struck me that you may be able to do something akin to what you're suggesting already with custom invoice templates.
You would need to make a custom template which included a header graphic of your new logo + potentially address.
For your main company trading name you would choose a standard template and display the normal logo and address.
For the other trading name select the new custom template and choose letterhead paper, which will remove the default logo and address.
This will display your alternative graphic header where the logo would appear.
It's a bit of a workaround and you would need to know CSS to make the custom header in the first place but it would work.
If you're not comfortable with CSS then we do provide a custom invoice template service at additional charge.
NOTE: custom templates are turned off by default on all accounts but we can enable them easily for you.
How does that sounds?
I’m hoping there is a solution here
The company thinks
this is one of the best points
-
Inappropriate?Sounds reasonable. Does that mean I could create a selection of templates, one for each trading name, each with its own logo and contact details? That sounds fine to me. I would hope I would just need to clone one of the existing ones and then edit some details,
I’m hoping this might work
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Inappropriate?We currently only allow one custom template but if all you were changing was a header graphic with logo and address then it wouldn't be too difficult to update the custom template and then apply this for a new invoice.
This would have one slight disadvantage in that it would show ALL old sent invoices (using the custom template) as using that new header graphic which is a bit misleading.
It's not ideal but with a bit of juggling you could make it work for you.
I’m realising it is abit of a hack but it might work?
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Inappropriate?How difficult would it be for you to actually implement this properly? It is clear other people have needed this - I replied to other peoples posts.
You just need to add an extra type of contact : trading name to suppliers and clients and allow you to choose which one the invoice uses. The default ca be set in the project. That doesn't sound a huge extra leap from where the code is now. -
Inappropriate?It is actually quite a bit of work.
How many trading names do we allow 2? 3? Indefinite amounts? And each would need to have a logo so we'd need to change the way in which logos are uploaded and associated with trading names.
We really haven't had this feature requested by many users at all. Much less than some other things like estimates or late payment reminders, and we have to focus on the things that benefit the majority.
Balancing user requests is always tricky but with limited development time we're never going to be able to implement everything.
Sorry.
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