Topic: Add custom text to quotes and invoices |

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Tagged: custom text

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September 5, 2018 at 9:56 am #2009

Sascha
Free User

Post count: 10

Hello,

I’d like to add custom text-fields to my quotes and invoices, one above the items list, like

“Hello, please find your quote below.” > above items and
“Thank you for your interest in our service” > below items

How can I achieve this?

Thank you and kind regards,
Sascha

September 5, 2018 at 11:13 am #2012

Guust
Moderator

Post count: 29970

Go to your WP pages and add the content above and below the shortcode in your Invoice History page and your Quote History page.
Thanks

September 5, 2018 at 11:15 am #2013

Sascha
Free User

Post count: 10

Oh, I didn’t know that WPinvoicing has added new pages! Can I use a pagebuilder or Yellow Pencil to customize them further? Would be very nice 🙂

Cheer,s
Sascha

September 5, 2018 at 11:17 am #2014

Guust
Moderator

Post count: 29970

You should be able to, just give it a go. Make sure to keep the shortcode.

September 5, 2018 at 1:01 pm #2016

Sascha
Free User

Post count: 10

It’s not working …

I have opened Pages, then the page “Quote History” and replaced the text with the following one:

“Dummy Start Text

[wpinv_quote_history]

Dummy End Text”

I have then resend the quote to the client, clicked on the quote-link, but the custom text was not shown (caches deleted), but the quote did not contain the custom text, check this screenshot: https://www.evernote.com/l/AAO7R4WPBH5Hn5XHqzhvczwjBa3YWB3h2pI

Anyway I’d rather add a custom text to each quote instead of using the default text that I would provide by using the page. Isn’t that possible? Something like

“Dear Tom, please find the following items quoted for you” for one quote and for another
“Hi Maggie, thank you for hiring us! Before proceeding pls confirm this quote by clicking “Accept” above this quote”

Same goes for invoices …

By the way: Your support reaction time is beyond awesome, thank you very much! 🙂

Sascha

September 5, 2018 at 1:11 pm #2019

Guust
Moderator

Post count: 29970

Ah, I see.
Because you said “above the items” and “below the items” I misunderstood, you meant above the list of invoices.

To add other comments to all invoices, is to add text at Invoices > Settings > General tab > Label texts.
That applies for both invoices and quotes.

September 5, 2018 at 1:20 pm #2020

Sascha
Free User

Post count: 10

Ah, I see …

So I have filled “Invoice Notice Label” with a custom label “Vorwort” and saved.

Then opened a quote, but didn’t find the field “Vorwort” to fill in my custom “Welcome” text …

I have also tried with a new quote, same here …

September 5, 2018 at 1:28 pm #2021

Guust
Moderator

Post count: 29970

You can only add custom text to the label, so Vorwort should show on your invoices and quotes now. Clear all caches.

September 5, 2018 at 1:32 pm #2024

Sascha
Free User

Post count: 10

Well …

Is there any chance, to setup something like this > https://www.evernote.com/l/AAPIRbmbSn5LWqzkxVttC4Cj_AFOujG9BQI
on quotes and invoices?

Thank you,
Sascha

September 5, 2018 at 9:26 pm #2025

Guust
Moderator

Post count: 29970

To add the bottom bit, change Vorwort to the text you want.
I’ll ask one of the developers if there is a possibility to add something above the table.

September 5, 2018 at 9:28 pm #2026

Sascha
Free User

Post count: 10

Well, than it’s not related to the specific quote, no custom text that I could apply …

Thank you for asking developer. If there’s a chance to hook up my own fields pls let me know …

September 6, 2018 at 5:51 am #2027
Patrik
Moderator

Post count: 1971
Hi Sascha,

Please try following code and let me know if it works for you or not:
```
add_action('wpinv_invoice_print_before_line_items','wpinv_invoice_print_before_line_items_cb');
function wpinv_invoice_print_before_line_items_cb($invoice){
    echo 'Hello '.$invoice->get_first_name().', please find below great items.';
}

add_action('wpinv_invoice_print_after_line_items','wpinv_invoice_print_after_line_items_cb');
function wpinv_invoice_print_after_line_items_cb(){
    echo 'Thank you for your interest in our service.';
}
```
Regards,
Patrik
September 6, 2018 at 6:58 am #2028

Sascha
Free User

Post count: 10

Hi Patrick,

this is working great!

Would it be possible to include even more data into those fields, such as custom fields that could setup via “Pods” plugin?

Using pods I would try to setup a custom-post-type and setup a relation between this new post-type and wpinvoice quotes and invoices. This could help me to create custom messages for each quote and invoice 🙂

Oh, and how can I add some space or padding between the intro-text and the items-table?
Check https://www.evernote.com/l/AAOCCyLiJehFtoeI0RbiJKI5GvyfxcoMAos

Thank you and kind regards,
Sascha

September 6, 2018 at 7:05 am #2029

Patrik
Moderator

Post count: 1971

Hi Sascha,

Yes, you can do custom things with pods in this code and to add space just add <br> after the text in above code. We don’t support customization in this forum so you may hire a developer for that.

Regards,
Patrik
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