Home Forums Support Customize HTML header

This topic contains 33 replies, has 3 voices, and was last updated by  Hillel Coren 1 month, 1 week ago.

Viewing 34 posts - 1 through 34 (of 34 total)
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  • #3738

    theo_yyz
    Participant

    Hello;

    I would like to be able to change the wording of the HTML emails in the header section. Currently in the quote email when using HTML instead of plain email I am unable to find a section to change the header.

    The body and subject line have great options and variable options. Currently my quote says in the middle section of the header “Due by” — It is my opinion that this wording is not ideal, maybe even subject to being interpreted as a bit pushy. It’s a quote, not an invoice. I think the wording of “Expires” then the date would be better.

    It would be super ideal if one could choose the wording or even have it removed all together.

    It would also be nice to be able to remove the total on the right side of the header, maybe put something else there or even change the wording to “Quote” or “Quoted price”

    For right now I have gone back to using the plain email and created a highly customized email with expiry dates etc. But as your own software recommends, I would like to eventually have a few more options and get back to sending HTML emails. I just can’t do that right now because I don’t care for the wording (my own personal opinion).

    Thank you in advance,
    Theo

    #3742

    Hillel Coren
    Keymaster

    I consider this a bug, to match the rest of the app the title should be ‘Valid until’. We’ll correct this in our next release.

    If you want to change the code the HTML designs are located here:
    /resources/views/emails/design2_html.blade.php
    /resources/views/emails/design3_html.blade.php

    #3757

    theo_yyz
    Participant

    Thank you, I found the location to make the changes.

    Just so you know, I ran one more test and the centre section of the header I was able to change. I noticed however that the PDF generated says “Balance Due”

    Quote number
    Quote Date
    Valid Until
    Balance Due <–

    Is there a way I can change the ‘balance due’ to ‘quoted amount’?

    Thank you kindly,
    Theo

    #3758

    Hillel Coren
    Keymaster

    You should be able to change it in the view file.

    I think you want to replace trans(‘texts.’ . $invoice->present()->balanceDueLabel)

    #3759

    theo_yyz
    Participant

    Line 25 of the “design2_html.blade.php” and “design3_html.blade.php” reads as follows:

    {{ strtoupper(trans(‘texts.due_by’, [‘date’ => $account->formatDate($invoice->due_date)])) }}

    So I changed it to:

    {{ strtoupper(trans(‘texts.valid_until’, [‘date’ => $account->formatDate($invoice->due_date)])) }}

    When i send out the email the centre section reads:

    TEXTS.VALID_UNTIL

    So then I changed the text on line 25 to:

    {{ strtoupper(trans(‘valid until’, [‘date’ => $account->formatDate($invoice->due_date)])) }}

    The text in the centre section now reads:

    VALID UNTIL

    You will probably notice in the top two changes, that the centre section no longer pulls the date. *sad face*

    For now, I am just going to remove the text from line 25 so it reads as follows:

    {{ strtoupper(trans(”, [‘date’ => $account->formatDate($invoice->due_date)])) }}

    So in this example, above the quote number it is fully blank. Not even the date shows up.

    #3760

    theo_yyz
    Participant

    Regarding the generated PDF with the wording “Balance Due” where do I make the changes you mentioned in reply #3758.

    Thank you,
    Theo

    #3761

    Hillel Coren
    Keymaster

    Everything is in the one file, you’ll need to search for ‘balance’

    #3762

    theo_yyz
    Participant

    Ok, but how does the email template change the PDF attachment exactly?

    Again, the PDF attachment has the wording “Balance Due”

    Thank you,
    Theo

    #3763

    Hillel Coren
    Keymaster

    Ah, gotcha.

    Use the ‘Invoice Labels’ tab on /settings/invoice_design

    #3764

    theo_yyz
    Participant

    Ok, so I will leave line 25 in the html templates blank for now, it looks better and I can’t get the date to come over when I change the text within the single quotes. You said this would be updated in the new release, thank you.

    Regarding the PDF, I believe there will need to be a fifth tab added for the “quotes”:

    If I make the changes in the invoice as instructed, yes, the quote changes, but unfortunately, so does the invoice.

    For right now I will need to make sure I change the invoice design. I hope this change can be added soon?

    Kind regards,
    Theo

    #3765

    theo_yyz
    Participant

    Hillel, I just tried to support this project with a white label purchase, regardless of how my Monday afternoon meeting goes with the client I’m looking to implement this software with. However I tried twice to make the purchase and got the following error message:

    I’m not having much luck with this site so far *sad face*

    Theo

    #3766

    Hillel Coren
    Keymaster

    Thanks for letting us know!

    We deployed our new release this morning, it’s most likely related.

    #3767

    Hillel Coren
    Keymaster

    I’ve reviewed the code, I think there’s another problem but we’re not showing the correct error.

    I’ve just deployed a partial fix, if you could try again it’d be helpful.

    #3768

    theo_yyz
    Participant

    Diffrent error:

    #3769

    theo_yyz
    Participant

    I just looked at the website. The zip file has not been updated. This is still the release that addressed the configuration screen not coming up.

    Please advise when the two bugs have been fixed in the software and I will try again and report back here.

    Hopefully by that time the purchase page will have been fixed as well.

    Regards,
    Theo

    #3770

    theo_yyz
    Participant

    Hillel or anyone else. Is someone able to help me out here?

    #3771

    Hillel Coren
    Keymaster

    From checking the logs it looks like the problem was the card number wasn’t valid.

    Note: we use Stripe so often have trouble with debit cards.

    #3772

    theo_yyz
    Participant

    Ummm, ok. It’s a Visa card, but I will try another card tomorrow. I only have this one card right now.

    Any word on when the changes may take place inside the software? I have that meeting tomorrow and I am running out of time to get the demo set-up.

    Please advise, thank you.
    Theo

    #3773

    Hillel Coren
    Keymaster

    This will be in our next release, it most likely won’t be available for a few weeks.

    #3774

    theo_yyz
    Participant

    A few weeks? Ummm, ok. As mentioned in this this thread, I tried to change the information manually without success. The PDF quote referencing the template is a real pain, but is not an easy fix as probably a new tab will need to be implemented.

    I’ll see what they say tomorrow afternoon. I’m sure they will give me a blank stare and ask “why a few weeks”.

    I’ll keep an eye out on this project.

    Kind regards,
    Theo

    #3775

    theo_yyz
    Participant

    Is there a way I can do this with PayPal or another payment gateway?

    #3776

    Hillel Coren
    Keymaster

    Sorry, we don’t support PayPal for white label licenses.

    #4060

    theo_yyz
    Participant

    *Bump

    I just upgraded the version 2.6.11 and this was going to get looked at in version 2.6.8. I waited for version 2.6.9 and there was a very fast jump to v2.6.11

    This however appears to not have been addressed. Please advise, thank you very much.

    Kind regards,
    Theo

    #4061

    Hillel Coren
    Keymaster

    This should be fixed in our next major release (v2.7)

    #4062

    theo_yyz
    Participant

    Thank you, I will keep my eyes open for it.

    Hillel, have yourself a nice day. Thank you again for helping with the upgrade bug I was experiencing in the other thread. Good day!

    #4261

    theo_yyz
    Participant

    Hello;

    I just upgraded my test environment from 2.6.9 to 2.7.2 today.

    The problem with Quotes reading “balance due” persists. *sad face. It’s a quote and not an invoice, it should definitely not read “balance due” it’s a quote… that wording would be interpreted as rude by many individuals as Hillel agreed.

    I was told that that 2.7 should address this. Am I missing a setting somewhere, or can someone update me on this. Waiting seven weeks for this and I was hoping this would be addressed by now. Please advise on this matter.

    Thank you.

    #4264

    Hillel Coren
    Keymaster

    Not sure, I see the fix. Can you check that you see this in your code.

    https://github.com/invoiceninja/invoiceninja/blob/master/resources/views/emails/design2_html.blade.php#L25

    #4269

    theo_yyz
    Participant

    Sorry, I don’t believe I made myself clear. Let me see if I can do a better job this time around.

    Yes, the email now reads in the middle section “valid until” as you stated it should in #3742 Thank you for this.

    What I was talking about is the PDF quote, it still reads/outputs the wrong wording in two sections:

    Section 1:

    Quote Number
    Quote Date
    Valid Until
    Balance Due <– This should really read “Quote” or “Quoted” or “Estimate” but it isn’t an invoice, so it really shouldn’t use this wording.

    Section 2:
    Then Again at the bottom of the Quote under the subtotal, tax paid to date etc it reads “balance Due

    The only way to I was able to change this was to go into:

    Settings | Advanced Settings | Invoice Design | Invoice Labels | Balance Due

    The problem with this work-around as stated before is the invoices now say “quote” — Maybe the settings need a “Quote design” tab/section as had been mentioned? This really should be changed as the email was changed too.

    Not hating, just contributing to squash bugs and improve design.

    Thank you.

    #4271

    Hillel Coren
    Keymaster

    No worries, we appreciate your feedback!

    I see what you mean, what do you think about ‘Total’. We’re using it in the UI so it would make sense to match it on the PDF.

    #4280

    theo_yyz
    Participant

    I think total is much better than “amount due”.

    If I could add… it would be nice if one could choose the wording, many people use “quote” or “estimate”. I think you would get more milage if you could customize the estimate like you can the invoice naming convention. I understand that this is much more involved and would probably require a full dedicated tab.

    so I think for now… “total” is a very good middle ground.

    Thank you very much.

    #21272

    cbfs
    Participant

    It still doesn’t look like this has been resolved.

    Any Quote design that uses $balanceDueLabel incorrectly shows “Balance Due” on Quotes instead of “Total”. Designs that use $subtotals are fine.

    I’m having a hard time tracking this issue down in the code. It looks like the only place that balanceDueLabel is defined is in app/Ninja/Presenters/InvoicePresenter.php:

        public function balanceDueLabel()
        {
            if ($this->entity->partial > 0) {
                return 'partial_due';
            } elseif ($this->entity->isType(INVOICE_TYPE_QUOTE)) {
                return 'total';
            } else {
                return 'balance_due';
            }
        }

    However, this code looks like it’s doing the right thing, but it doesn’t seem to be working when the PDF is generated. balanceDueLabel is still returning “Balance Due” for quotes instead of “Total”.

    #21274

    Hillel Coren
    Keymaster

    This is PHP code, the invoice design uses JS code.

    #21275

    cbfs
    Participant

    Where does the value of balanceDueLabel get passed into the JS code? I can’t seem to find the variable balanceDueLabel set anywhere inside JS code.

    #21310

    Hillel Coren
    Keymaster
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