Display category popup menu on new invoices by default

[sramdeen]

Hi

Is it possible to display the category popup menu on sales invoices by default? We are finding that a lot of sales are going in as General Sales, as we do not always remember to click on the cog and then choose the correct category, and as a result our profit and loss report is not as accurate as we would like.

Many thanks!

[QFBeth]

Hi @sramdeen,

This is not possible at the moment but if you have a power user subscription then you may be able to achieve this with some custom code.

I would need to double check with a developer on this.

Thanks

[QFMathew]

Hi @sramdeen

As @QFBeth mentioned, you can add a bit of code to your account if you have a Power User Subscription.

If you go to Account Settings >> Design Customisation >> Advanced HTML/CSS Customisation, and add the following to Global CSS, this will show the nominal code box on all invoices (new and old):

.page-sales-create .categoryDetailsContainer { display: block !important; }

The result would look like this for all invoice lines: