Simple Invoices - Forum

flax

Hello,

thanks first of all for the 2009.1 release. I hope we can use it as production system soon! Before that, however, I need to add more bank information - a usual, complete bank information consists of the following:
1) Bank Name
2) Clearing Number
3) Account Number
4) IBAN Number
5) SWIFT/BIC Number
6) Account Holder
7) Currency

unfortunately, the two lines I can set in the invoice preferences are not enough to fit all this information in. Also, I'd like to add some more notes to the invoice which are always the same - terms of payment, thanks for payment etc.

Is there a quick way to do that or will I need to start digging? Any help would be appreciated - thanks!

justin

hey flax

you might be best to manually edit in the invoice template files and hard code these fields in

refer ./templates/invoice/default

let us know how you go

cheers

justin

ssrini

I did exactly that .. also to keep the bank information on a separate page (if you want) you can use the following line in your template:

After that follow up with your bank info as follows (below is the actual template that I use):

Instructions for Wire Transfer of funds to XYZ Bank

Beneficiary Bank

{if $customer.country == "USA" } {/if}

Bank Name :	XYZ Bank
Bank Location :	City
SWIFT Code :	Swift
Account Name :	Name
Account# :	A/c
ABA Routing Number :	Routing

Correspondent / Intermediary Bank

Bank Name :	___
Bank Location :	___
SWIFT Code :	___
Account # :	___

And so on ... if you need to use multiple bank a/cs etc, use the custom fields in the invoice template and use it in the code as follows:

{if $preference.pref_inv_payment_line1_value == "..."}
Do something ...
{/if}

Hope this helps ..

Cheers
Srini

justin

thanks srini!!

cheers

justin

Simple Invoices - Forum

Instructions for Wire Transfer of funds to XYZ Bank

Beneficiary Bank

Correspondent / Intermediary Bank

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