Field request

vppoulis

Hello,

I am trying to add some fields to the invoice for company and client when I am downloading it as pdf.

Company Name

Tax ID under Company Name

Registration Number under Tax ID

Address under Registration ID

Telephone under Address

Email under Telephone

Website under Email.

I managed to add Registration Number for Company only and print the email for both company and client.

Can you add these to the next update? Because I am afraid that if I do those my own I will lose them with the update.

Thanks

johnny

vppoulis Not at the moment. We will be adding custom fields in the near future though.

felix

vppoulis To be clear, the new fields are for your company not for clients?

If you make any changes to the PHP files you won't lose the changes, but you won't be able to update until you change the files back. As far as changes to the database (new fields), it will likely cause some incompatibility with future updates.

Your proposed new fields (especially tax ID) are a great idea to boost the accounting side of ITFlow.

In regards to the order the fields are displayed, an invoice/report template system would probably be the best implementation of the feature.

Great suggestions, I'm sure the devs here will consider them.

johnny

@felix vppoulis The client tax ID Number field has been added, go ahead and update

https://github.com/itflow-org/itflow/commit/f127719cbe0f420a69d3a00a3c948e6e13f9e3e9

johnny

@felix

I agree I think tax ID should be added Ill add that now

johnny

I'm not sure if this should be added to the invoice or not. Is that standard to do?

felix

johnny It's not standard practice to include tax IDs on invoices in the US. On the rare occasion it is requested, I just share it the one time and say "you don't need to 1099 me, I have an LLC". In the US clients need your tax ID to send you a 1099 only if you don't have an EIN (employer identification number). In such cases the tax ID is your SSN (social security number) and you definitely don't want that on an invoice.

Alternatively, having the tax ID in ITFlow would be useful when preparing income tax documents.