cats:procedures:invoices:invoicetemplates

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cats:procedures:invoices:invoicetemplates [2023/05/12 19:25] – Invoice item templates section wiki_admincats:procedures:invoices:invoicetemplates [2023/05/12 19:43] (current) – [Invoice Items Templates] wiki_admin
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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===+====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. 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 important>Invoice item templates are new in CATS as of version 2408</note>+<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: 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*)+  - **Type:** the type of item to add (either //Subtotal// or //Item//)
   - **Order:** the display order of the added item   - **Order:** the display order of the added item
   - **Description:** the text description to apply to the item   - **Description:** the text description to apply to the item
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 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. 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==+===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. 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.
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   * **Nested** the subtotal is nested inside a parent total   * **Nested** the subtotal is nested inside a parent total
   * **Running** the subtotal doesn't reset the count   * **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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