Versa Cloud — Remove “Related to Order Shipment” & Redundant “Purchase Order No.” in Invoice Line Item Form Templates

If you deal with Versa Cloud, you know it isn’t well documented. The invoices in particular have a lot of extra code via liquid “if” statements and the checkbox settings for display options in the Invoice area are limited.

So jump into the code:

1. navigate to “Settings” > “Feature Settings” > “Custom Forms” (should be called templates…)

2. Scroll down to “Your Custom Forms” or a make copy a “System Provided Form” (template…)

They mean templates, not forms.

3. Scroll through the coded template (or form…) until you find the “Related to Order Shipment”

Inside a template. with templating language jinja. Template, not form...

4. Remove or comment out the code by using HTML comments. Liquid code comments {# #} will show in the PDF print version.

Additional Tips:

1. Make a backup before editing and save it somewhere. Even if you are familiar, there is always a chance for human error. I’ve been at it professionally since 2009, and I still make silly mistakes.
2. Date and Name the code comment, this is a good practice whether you currently work alone or if someone comes behind you. Leave it better than you found it and all that hallmark stuff.
3. You don’t have to inherit my crazy, but I like to leave edits in place like this for a period time while it sits with the team. Makes it easier to rollback or adjust.
4. The same process can be followed for removing other items from the invoice templates (or forms…).
5. If you need assistance, I can help. And hopefully this helps.