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[Settings]: Invoices — Default Terms & Notes #258
Description
SMART Plan — Set default invoice terms/notes (Invoices tab > Other, per company)
Specific
A Textarea field labelled "Default Invoice Terms" in the Invoices > Other sub-section of the Company Settings page. Stores a multi-line string under the key invoice_default_terms, scoped to the current company. The stored text is pre-filled in the Terms field whenever a new invoice is created for this company.
Measurable
- The textarea appears in the Invoices > Other section of the Company Settings page
- Saving the form persists the value to the
settingstable with keyinvoice_default_termsand company_id scope - The value is read back correctly on page reload
- New invoices are pre-populated with the stored terms text
Achievable
- Create/extend
Modules/Core/Filament/Company/Pages/CompanySettings.php(Filament page with tabs) - Add a
Textarea::make('invoice_default_terms')->label('Default Invoice Terms')->rows(4)field inside an Other section within the Invoices tab - Add
const INVOICE_DEFAULT_TERMS = 'invoice_default_terms';toModules/Core/Models/Setting.phpconstants - Register the page in
CompanyPanelProvider
Relevant
Standard terms and conditions (e.g. payment deadlines, late fee policies) must appear on every invoice for legal and contractual reasons. Storing them as a company default eliminates repetitive manual entry and ensures compliance across all invoices.
Time-bound
Sprint 6.
Arrange · Act · Assert
// Modules/Core/Tests/Feature/CompanySettingsTest.php
#[Test]
public function it_saves_invoice_default_terms_setting(): void
{
/* Arrange */
$page = Livewire::actingAs($this->user)
->test(\Modules\Core\Filament\Company\Pages\CompanySettings::class);
/* Act */
$page->set('data.invoice_default_terms', 'Payment due within 30 days.')
->call('save');
/* Assert */
$page->assertSuccessful();
$this->assertDatabaseHas('settings', [
'company_id' => $this->company->id,
'key' => 'invoice_default_terms',
'value' => 'Payment due within 30 days.',
]);
}Reacted by coderabbitai
Activity
coderabbitai commentedon Dec 28, 2025
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[-]As an admin in the Company Panel, in the Other Settings (Invoices Tab, Per Company!), I want to be able to set a setting for "Set the Invoice to read-only on"[/-][+][Settings]: Invoices — Late Fees & Overdue Reminders[/+]nielsdrost7 commentedon Jul 24, 2026
SMART Plan — Default Invoice Terms Company Setting
Scope
Add a Textarea field to the Invoices → Other tab of Company Settings page (
Modules/Core/Filament/Company/Pages/CompanySettings.php).Implementation
Setting constant: Add to
Modules/Core/Models/Setting.php:Form field: In
CompanySettingsschema, add to the Invoices tab:Apply to new invoices: In the invoice creation schema (
Modules/Invoices/Filament/Company/Resources/Invoices/Schemas/InvoiceSchema.php), set default:Test
settingstable withkey = 'invoice_default_terms'Processed by IP2 batch refine workflow
[-][Settings]: Invoices — Late Fees & Overdue Reminders[/-][+][Settings]: Invoices — Default Terms & Notes[/+]implement default terms and notes. (Closes InvoicePlane#258)