Enhancement - Add a default Invoice Terms field to autopopulate in new invoices

[c-nv-s]

Currently, when creating invoices the user has a "Notes" field where they can add any relevant notes relating to the current invoice.

As a user, I would like to be able to set a default "Invoice Terms" text field in my settings which are automatically populated at the bottom of each invoice I create.
The value added would be that it saves the user time from having to manually paste the terms of an invoice into every invoice that is created.
It could be achieved by adding another directive in the entities.toml file

[mpdroog]

As a user, I would like to be able to set a default "Invoice Terms"

FYI. Feature we currently offer based on the hour registration:
projects.toml contains NoteAdd to make this possible.

[mpdroog]

Activated same feature for debtors.toml-file

By setting NoteAdd it will add that text to the invoice.

[mpdroog]

Considering ticket closed.

[c-nv-s]

This is good to know, however I feel as a user you should make a clear distinction between what will fields will be client-facing and which will not.
To be honest when I added text to the notes field I didn't expect it to be displayed on the Invoice, I thought it was just a note for my own purposes, like a reminder, or somewhere I can keep notes on the progress/history of the status of an invoice.
An InvoiceTerms field is obvious that it is for the client and not just user-facing.
I'm happy to continue using NoteAdd now I understand it is available.

[mpdroog]

Ahh now I understand what you mean.

Discusson on 'note'
We might need a better word for it than 'Note' in that case.

Stuff I'm using the Note-field for:
1- An actual 'note' for the customer what project this is;
2- As an NL-company I'm obliged to add a text like 'ICP' (invoice to other EU-country) or 'Export' (invoice outside EU)

Terms to me feels like the wrong name for this behaviour?

Feature to add comment-field for internal use
I can have a look to add this.

[c-nv-s]

Discussion -
I agree that notes to the client are completely necessary and you don't want to complicate things by adding too many fields.
some information is relevant for the "Description" field of each Line Item, Some information is relevant for the tax office.
Maybe renaming Note to AdditionalNotes or NoteToClient would be less obscure ??

I was also curious if the ability on the Invoices tab to add/import/link items from the Hour Registration tab would help, because then you don't have to copy the description across both tabs?

[mpdroog]

I was also curious if the ability on the Invoices tab to add/import/link items from the Hour Registration tab would help,

Ohh yes there is ;), if you save your 'hours' you can click on the Bill-button it will create an invoice from your hour registration.

[c-nv-s]

awesome!
I think this app is useful and has potential to become more popular.
You should create a submission on alternativeto.net as an alternative to invoiceninja and invoiceplane.

regarding what to call the Note field, i willl leave that to you to decide, but just be cautious that standard invoice terms text are very commonplace on many company invoices and it is different from NotesToClient (relating to one specific invoice) and this is also different from NotesForMyself which is just for the user.