Invoice Basics
SeedCodeComplete3.InvoiceBasics History
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%center% %newwin width=440px% [[http://www.seedcode.com/rootimages/stikipad/complete13/FlatMint.png|http://www.seedcode.com/rootimages/stikipad/complete13/FlatMint.png]]
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%center% %newwin width=440px% [[http://www.seedcode.com/rootimages/stikipad/complete13/Invoice.png|http://www.seedcode.com/rootimages/stikipad/complete13/Invoice.png]]
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%block text-align=center% Invoice Layout
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%center% %newwin width=440px% [[http://www.seedcode.com/rootimages/stikipad/complete13/FlatMint.png|http://www.seedcode.com/rootimages/stikipad/complete13/FlatMint.png]]
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(:AddingLineItems:)
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(:include AddingLineItems:)
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These are set in the beginning of the script "New Invoice" and you can edit that script to change those values, even making them conditional on your own If
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(:AddingLineItems:)
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!! How do I change the default values like tax rate and terms?
These are set in the beginning of the script "New Invoice" and you can edit that script to change those values, even making them conditional on your own If() statements if you'd like.
These are set in the beginning of the script "New Invoice" and you can edit that script to change those values, even making them conditional on your own If() statements if you'd like.
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!! How do I change the default values like tax rate and terms?
These are set in the beginning of the script "New Invoice" and you can edit that script to change those values, even making them conditional on your own If() statements if you'd like.
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!! Creating PDFs
SeedCode Complete's Invoice Layout has a dedicated PDF panel for creating, e-mailing PDFs as well as storing the version history if multiple PDFs are generated. The current version of the Invoice is displayed in an interactive Container which allows for native PDF controls.
%center% %newwin width=440px% [[http://www.seedcode.com/rootimages/stikipad/complete13/InvoicePDF.png|http://www.seedcode.com/rootimages/stikipad/complete13/InvoicePDF.png]]
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These are gathered from the invoices contact as soon as the contact is selected. If any of the contacts alternate addresses have labels containing the words "shipping" or "billing", those addresses will be used. Otherwise we use the main address for the contact.
You can, of course, type in addresses by hand: it is best to do this after you've selected the contact for the invoice.
You can also modify this behavior (using a company name in place of the contact's name for the "BillToName" for example) by editing the script "Get Addresses for Contact".
You can, of course, type
You can also modify this behavior (using a company name in place
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These are gathered from the invoices contact as soon as the contact is selected. Each Contact can have an ''unlimited'' number of addresses but just one designated as the primary shipping and one as the primary billing (although they can be the same address). These come in as the defaults, but you can also select any of the additional addresses associated with the Contact or Company using the pop-over in [[Edit Mode]].
%center% %newwin width=440px% [[http://www.seedcode.com/rootimages/stikipad/complete13/Address1.png|http://www.seedcode.com/rootimages/stikipad/complete13/Address1.png]]
You can, of course, type in addresses by hand in this same pop-over by clicking New Address: it is best to do this after you've selected the contact for the invoice. You also have the option of saving this new address back to the Contact record.
%center% %newwin width=440px% [[http://www.seedcode.com/rootimages/stikipad/complete13/Address2.png|http://www.seedcode.com/rootimages/stikipad/complete13/Address2.png]]
%center% %newwin width=440px% [[http://www.seedcode.com/rootimages/stikipad/complete13/Address1.png|http://www.seedcode.com/rootimages/stikipad/complete13/Address1.png]]
You can, of course, type in addresses by hand in this same pop-over by clicking New Address: it is best to do this after you've selected the contact for the invoice. You also have the option of saving this new address back to the Contact record.
%center% %newwin width=440px% [[http://www.seedcode.com/rootimages/stikipad/complete13/Address2.png|http://www.seedcode.com/rootimages/stikipad/complete13/Address2.png]]
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Yes
Follow the instructions in that calc to filter the portal down to just invoices of projects for the logged in staffer. Note that if you filter this portal you'll need to also filter the invisible portal surrounding the total outstanding balance: make sure both portals have the same filter calculation or the total won't match the unpaid invoices shown.
(:include BillingAppointments:)
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%center% %newwin width=440px% [[http://www.seedcode.com/rootimages/stikipad/complete13/Payments.png|http://www.seedcode.com/rootimages/stikipad/complete13/Payments.png]]
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The tax rate is set inside the script "New Invoice": modify it there.
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The tax rate can set inside the script "New Invoice": modify it there. By default no tax rate is set. Tax is applied once a rate is entered.
!! Shipments
Multiple Shipments can be created for an Invoice we have more on that [[InventoryTransactions|here]]
!! Shipments
Multiple Shipments can be created for an Invoice we have more on that [[InventoryTransactions|here]]
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!! Tax
The tax rate is set inside the script "New Invoice": modify it there.
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Follow the instructions in that calc to filter the portal down to just invoices of projects for the logged in staffer. Note that if you filter this portal you'll need to also filter the invisible portal surrounding the total outstanding balance: make sure both portals have the same filter calculation or the total won't match the unpaid invoices shown.
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Follow the instructions in that calc to filter the portal down to just invoices of projects for the logged in staffer. Note that if you filter this portal you'll need to also filter the invisible portal surrounding the total outstanding balance: make sure both portals have the same filter calculation or the total won't match the unpaid invoices shown.
(:include BillingAppointments:)
(:include BillingAppointments:)
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Follow the instructions in that calc to filter the portal down to just invoices of projects for the logged in staffer.
to:
Follow the instructions in that calc to filter the portal down to just invoices of projects for the logged in staffer. Note that if you filter this portal you'll need to also filter the invisible portal surrounding the total outstanding balance: make sure both portals have the same filter calculation or the total won't match the unpaid invoices shown.
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You can also modify this behavior (using a company name in place of the contact's name for the "BillToName" for example) by editing the script "Get Addresses for Contact".
to:
You can also modify this behavior (using a company name in place of the contact's name for the "BillToName" for example) by editing the script "Get Addresses for Contact".
!! When are invoices marked paid?
You can always mark an invoice "paid" by hand, but we do it automatically if you enter a payment amount that takes the balance to zero.
!! Can I restrict the list of unpaid invoices to see just unpaid invoices for MY projects?
Yes. Provided each of your staff is [[security | logging in]] with their our FileMaker account name, this is easily done. Enter layout mode and double click on the unpaid invoices portal (called "InvoicesSideBar_UnpaidInvoices"), you'll see that "filter portal records" is checked: click "Specify" beside that.
Follow the instructions in that calc to filter the portal down to just invoices of projects for the logged in staffer.
!! When are invoices marked paid?
You can always mark an invoice "paid" by hand, but we do it automatically if you enter a payment amount that takes the balance to zero.
!! Can I restrict the list of unpaid invoices to see just unpaid invoices for MY projects?
Yes. Provided each of your staff is [[security | logging in]] with their our FileMaker account name, this is easily done. Enter layout mode and double click on the unpaid invoices portal (called "InvoicesSideBar_UnpaidInvoices"), you'll see that "filter portal records" is checked: click "Specify" beside that.
Follow the instructions in that calc to filter the portal down to just invoices of projects for the logged in staffer.
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These are set in the beginning of the script "New Invoice" and you can edit that script to change those values, even making them conditional on your own If() statements if you'd like.
to:
These are set in the beginning of the script "New Invoice" and you can edit that script to change those values, even making them conditional on your own If() statements if you'd like.
!! Where to the Bill To and Ship To addresses come from?
These are gathered from the invoices contact as soon as the contact is selected. If any of the contacts alternate addresses have labels containing the words "shipping" or "billing", those addresses will be used. Otherwise we use the main address for the contact.
You can, of course, type in addresses by hand: it is best to do this after you've selected the contact for the invoice.
You can also modify this behavior (using a company name in place of the contact's name for the "BillToName" for example) by editing the script "Get Addresses for Contact".
!! Where to the Bill To and Ship To addresses come from?
These are gathered from the invoices contact as soon as the contact is selected. If any of the contacts alternate addresses have labels containing the words "shipping" or "billing", those addresses will be used. Otherwise we use the main address for the contact.
You can, of course, type in addresses by hand: it is best to do this after you've selected the contact for the invoice.
You can also modify this behavior (using a company name in place of the contact's name for the "BillToName" for example) by editing the script "Get Addresses for Contact".
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!! How do I change the default values like tax rate and terms?
These are set in the beginning of the script "New Invoice" and you can edit that script to change those values, even making them conditional on your own If() statements if you'd like.
These are set in the beginning of the script "New Invoice" and you can edit that script to change those values, even making them conditional on your own If() statements if you'd like.
