Change DRAFT to "NOT FINAL INVOICE"

ERPNext
1

Hello,

I have been loving ERPNext and have been raving about it to my connections.

The company first gives the DRAFT invoice at delivery in case there are any changes or rejected items. Once the DRAFT invoice is signed and delivery received. The invoice is submitted in ERPNext

Feedback was received that - “Instead of DRAFT, you should have something along the lines of NOT FINAL INVOICE”

How can we change the text DRAFT that is printed to NOT FINAL INVOICE ?

2

Best thing to do would be to create a new Print Format. FYI there is Translations just in case you wanted to make similar change on ERPNext. But there is a limitation in sense that it will replace “Draft” to “Not Final” across entire application.

3

Would this mean that I have to create a custom print format from scratch ?

Do you think the dev team could provide a customization for this in Print Settings ?

4

There are two ways to achieve this.

  1. On Awesome Bar search for Print Format. Click in to “Sales Invoice Print” . Click Ellipses button (three dots before “Save”) button. Click Duplicate. Modify this as you wish and use this during printing Invoice
  2. You can also look at Print Designer to achieve similar result
5

What if he can try a workflow - from draft to not final - status remains 1 (not final)

1 Like
6

Good Idea. This can work as-well.

7

Is NOT FINAL an out-of-the-box document state or would I have to create one ?

How does this tie into the print format ?

8

As far as i know you would have to create it in the workflow.. i assume the doc status would show up in the print format also once you customize it