cats:procedures:invoices:invoicetemplates

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cats:procedures:invoices:invoicetemplates [2022/05/13 18:27] – Fleshed out the description of the invoice template wiki_admincats:procedures:invoices:invoicetemplates [2023/05/12 19:43] (current) – [Invoice Items Templates] wiki_admin
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   * **Add** - Add a new invoice template   * **Add** - Add a new invoice template
   * **Edit** - Edit the currently selected template \\    * **Edit** - Edit the currently selected template \\ 
-  * **HTML** - Print a this list of templates +  * **HTML** - Print this list of templates 
-  * **Download** - Save thiss list templates as a CSV file\\ +  * **Download** - Save this list templates as a CSV file\\ 
  
 ===Adding an Invoice Template=== ===Adding an Invoice Template===
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 <note important>Changes to the fields on the template can change the appearance of posted invoices. (E.g. Changing the "Invoice title" field on a template will apply that title to all invoices with the template selected.)</note> <note important>Changes to the fields on the template can change the appearance of posted invoices. (E.g. Changing the "Invoice title" field on a template will apply that title to all invoices with the template selected.)</note>
 +
 +====Invoice Items Templates====
 +
 +The **Invoice item templates** section allows you to specify items and subtotals that will be automatically added to the new or existing invoices when the template is selected.
 +
 +<note>NEW FEATURE: Invoice item templates are new in CATS version 2408</note>
 +
 +This section uses the vertical bar symbol to separate fields in the item definition. The field definitions are as follows:
 +  - **Type:** the type of item to add (either //Subtotal// or //Item//)
 +  - **Order:** the display order of the added item
 +  - **Description:** the text description to apply to the item
 +  - **Cost code:** cost code for the item (does not apply to Subtotals)
 +  - **General ledger number:** general ledger number for the item (does not apply to Subtotals)
 +  - **Currency:** currency for the item
 +  - **Options:** additional options (see below). Options are separated by a semi-colon.
 +
 +For example, a definition like this ''Subtotal|V|Subtotal Line||||PrintEmpty;Totals=A'' would create a subtotal line on the item with the order "V". The subtotal would print out with the description "Subtotal Line". The subtotal would print even if it didn't have any data above it and it would subtotal only the Amount.
 +
 +===Invoice Items Template Options for Subtotals===
 +
 +When specifying a subtotal line on the invoice you can use the final field to specify a number of options, separated by a semi-colon.
 +
 +  * **Totals={X}** the subtotal displays the following information when printing. ("N" - no subtotals, "A" - amount only, "U" units and amount, "W" weight and amount, "B" both units and weight and amount)
 +  * **PrintEmpty** display the subtotal line even if it has no content above it.
 +  * **Nested** the subtotal is nested inside a parent total
 +  * **Running** the subtotal doesn't reset the count
 +
 +For more information about invoice subtotals see [[cats:procedures:invoices:inventoryinvoices#adding_invoice_subtotals|Invoice subtotals]]
  
 ==== Applying an Invoice Template ==== ==== Applying an Invoice Template ====
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  • Last modified: 2022/05/13 18:27
  • by wiki_admin