Customising the project number on invoices

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I was after a way to customise the 'Project/Job' field when creating an invoice... I would like it to pre-fill with the 'Customer:Job' code that I enter at the top left hand side of the create invoices screen. At the moment I am having to go in and hard code the number every time I create an invoice.
Any help on this matter would be much appreciated.
Thanks!
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Alex Jeffries

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Posted 3 years ago

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John Graetz

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Hi Alex.  I don't really understand what you are trying to do here that is not already available.  The information in the Customer:Job box comes from the Customer Record that you create for that particular customer.  That then pre-fills the customer address details.  If you add the code to the address details, the information will then automatically appear when you use the particular customer.  Somehow though I suspect that you are wanting to do something else which is unclear to me at present.  There are other ways on which to generate specific information from a customer's record onto an Invoice.  It would be helpful if you give some specific details of what it is that you are wanting to achieve.  John L G
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Alex Jeffries

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Gary has explained it all below John :) 
John.  I suspect that Alex may be thinking of "Project"  (as in the JOB part of  Customer:JOB).

I have lots of jobs for lots of customers, but I like to invoice aspects of a single job only, on one invoice.  So, on that invoice,  I like to extract the "...:JOB"  2nd part of the combo field, which in the Layout Manager is a filed called "Project".    I add that as a printable filed like the following:
(I've higlighted it near the bottom right, and it has a hand crafted heading called ""Project".
The pair of fields (heading and content) can be placed anywhere you like on the Form.






Cheers


Gary
(Edited)
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Alex Jeffries

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You are spot on Gary, this is exactly what I'm trying to do. 

I'm not really sure I understand how you've managed it though... are you able to explain in a bit more detail if possible?

Thanks very much. 
Alex

Do this on a TEST copy template, in case you mess up (I do!)....

1.  Go to invoices
2.  at the top, click on CUSTOMISE
3.  Go to Manage Templates
4.  Copy the usual template you use for invoices, and copy it with a name like:  "xxxx with projects"
5.  Then have a go at enhancing this spare new  "xxxx with Projects" template.
6.   Go inside that editing session at the bottom there is a "Layout designer" button
7.  identify a bit of free space area where you intend to create a box for the "project' and perhaps a heading like my example, LONG ENOUGH to contain a long job/project name.
8.  Choose (at top);  ADD -->  Data Field.      and from the drop down box presented, choose the field you want to have (its data content) appear, as a field on your form.  Resize the box to suit the length of the "job/project name" in your case.  Reckon use the field name "project" for that JOB sub-field that appears after the colon of customer:job
9. Similar to (8),  add a TEXT box, where you can type in any heading name you like,  say "Project/Job" for instance.
10. save and use THAT version of the template for the next invoice to try it out.
(revert to your original TEMPLATE, during the normal invoice preparation screen,  if you don't like the TEST one you've made above.  You can swap in/out of either template.  It makes no difference or affect to real live invoicing data.


Cheers

Gary
(Edited)
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Alex Jeffries

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Fantastic, thanks very much Gary! Really appreciate it
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Sarah Jane

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Is there still a Layout Designer button please?