Purchase reference more than 25 Characters

[adamh0]

Hi, I am a mobile mechanic and have just been forced to move away from Wave due to them abandoning UK businesses! I am trying to adapt the Quickfile invoice to allow a section where I can add vehicle details (Make, model, reg number and mileage) and by using the CSS transform I can change the “purchase reference” to “Vehicle details” but the character allowance is not quite large enough to fit the details in. If I pick a fairly standard vehicle, Vauxhall Vectra, then a reg number HY61BVN and then the mileage 110231mls, the characters needed (if spaces are counted) are 33. I have found a previous request to increase the characters and it was upped to 25, is it possible to increase it further or is there a better/simpler way I can add these details to the invoice?
Thanks,
Adam

[ian_roberts]

This sounds like the kind of thing that would be better done as a comment line in the invoice body rather than as the purchase reference (which is more intended for cases where you’re raising an invoice in response to a client’s purchase order and they want you to display their PO number on the invoice).

To add a comment line click the icon in the description box for an invoice line and there’s an option to convert to comment.

[adamh0]

Thank you Ian for your reply. I’ve just given this a try and I feel it may work as a temporary solution and enable me to get the required details on the invoice however it does look a little odd as it’s below the item/description columns, rather than in the top section (where I’m used to putting this information).
Thank you again for taking the time to reply,
Adam

[Spike]

We use the invoice name field. Maybe thats an option? You can search by this search. I found the below post which help. I’m sure we had to enable this somewhere but I can’t find a post on it at the moment.

Show invoice name on the actual invoice

Just to let you know we have now added a control within the invoice customisation area (Sales >> Invoice Customisation) so you can see the invoice name on the actual invoice itself. [image] Checking this box will then display the invoice name (as per what you’re entering in the main invoice list) on the invoice in the top right hand corner. [image] If required you can also shuffle the order in which these labels appear in the invoice customisation area.

[Spike]

Found the post!

Hope this helps

Enable Invoice Name option

Hi @harry, there’s no issue there, you simply have to activate option “Name invoices on creation” in the Advanced Features. On your main Dashboard go to Account Settings - Company settings: [image] Next select Advanced Features: [image] Under Advanced Features, activate “Name invoices on Creation” function: [image] And there it is: [image] If this feature is not active then default Invoice Name will be the top line description of the first line item created.

[adamh0]

Yes!!! This is exactly what I needed! 35 Characters available in this section so the majority of makes/models fit in. Thank you so much for the info and for taking the time to look for the post.