Thank you, Erik. I have loaded the 'demo_with_images' templates.
I will certainly put the fix into my template if you wouldn't mind providing it. I assume that the normal workflow with ledgersmb is to generate an invoice (possibly following a sales order, in some cases), and then when payment is received to enter a receipt (from Cash->Receipts) menu. That seemed to be what worked for me in capturing and recording income. Is that the normal / recommended / usual approach, or are there other things I should consider in using ledgersmb. That was the workflow I was assuming when I discovered this behavior. I was planning on using the template (with some minor modifications for our particular business) to send to customers, and found that it didn't fill in the description field. I should note that I am not an accountant, so I apologize if these are obvious questions. Lastly, thank you very much for your work on this software and your support. It does indeed look very promising and I hope to be able to convert to using it for the bookkeeping for our businesses. Jerry On Fri, Oct 2, 2015 at 6:24 AM, Erik Huelsmann <ehu...@gmail.com> wrote: > Hi Jerry, > > On Thu, Oct 1, 2015 at 8:13 PM, JBash <bashve...@gmail.com> wrote: > >> I'm using ledgersmb 1.4.15 on a debian stretch machine, postgres 9.4, >> apache 2.4 >> >> I am experimenting with using ledgersmb for a small (mostly service) >> business. My question has to do with creating invoices to print / email. >> At the moment I'm looking at the html printed product from the default >> invoice.html template, and have noticed that the 'Description' field is >> blank on the invoices. >> > > I replayed your scenario with my 1.4.17-dev environment (the latest > development version), however, I can't reproduce what you said on the > *sales* invoice, I *can* however reproduce it on the *vendor* invoice. > There were no changes in the templates between 1.4.15 and 1.4.17-dev, so, I > can prepare a fix to be released with 1.4.17 and send you an overview of th > edifferences, if you like, so you can make similar changes in your template? > > >> I assume that this should be populated with the line item description >> on the 'Edit Sales Invoice' page itself. There is another description >> field on the invoice (just below the 'Currency' field and above the >> 'Shipping Point' field. >> > > Correct. The description that's mentioned on the invoice lines is to be > the same description as on the line items of the Edit Sales Invoice page. > > I have discovered that I can create a service and then auto-populate the >> line item description with it (after typing a few characters)... very nice. >> The other Description field on the 'Edit Sales Invoice' page seems to be >> entirely manual. >> > > That's right. The second description is entirely manual and doesn't appear > on the invoice in the included template. > > >> With both these fields populated, I still am not getting a description >> on the line item when I print the invoice to an html file. >> > > Ok. As I said, in the Vendor Invoice (AP), I do see the behaviour you > describe. I'm using the 'demo' templates, however, there are other > templates as well: 'demo_with_images' and 'xedemo'. Which set do you use? > > I'm a very new user, so it's quite possible that I have a >> mis-understanding about what to expect, so please let me know if this is >> the case. >> > > Regards, > > -- > Bye, > > Erik. > > http://efficito.com -- Hosted accounting and ERP. > Robust and Flexible. No vendor lock-in. > > > ------------------------------------------------------------------------------ > > _______________________________________________ > Ledger-smb-users mailing list > Ledger-smb-users@lists.sourceforge.net > https://lists.sourceforge.net/lists/listinfo/ledger-smb-users > >
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