simple_invoice_template by fanzhongqing

VIEWS: 5 PAGES: 9

									               <INVOICE_TITLE>
               No :        <INVOICE_NUMBER>                              Insert Your Logo Here
               Date :      <INVOICE_DATE>


               To :        <CUSTOMER_NAME>
                           <CUSTOMER_CONTACT>
                           <CUSTOMER_ADDRESS1>
                           <CUSTOMER_ADDRESS2>
                           <CUSTOMER_CITY> <CUSTOMER_STATE> <CUSTOMER_ZIP>
                           <CUSTOMER_CUSTOM1>

               Period :    <INVOICE_START> to <INVOICE_END>

                      ID                DESCRIPTION                 HRS           RATE         TOTAL <TAX_TITLE>
                                   <TIME_TASK_DESCRIPTION>
ROJECT_START><TIME_START><TIME_TASK_NUMBER>                            <TIME_PRICE_UNIT>
                                                              <TIME_QUANTITY>          #VALUE! <TIME_TAX>
                                  <TRAVEL_TASK_DESCRIPTION>
   <TRAVEL_START><TRAVEL_TASK_NUMBER>                                                           <TRAVEL_TAX>
                                                                              <TRAVEL_MARKEDUP_VALUE>

               <EXP_START>
               <EXP_INVOICE
               _NUMBER>     <EXP_DESCRIPTION>                                                           <EXP_TAX>
                                                                                               <EXP_MARKEDUP_VALUE>


                                                                                                   GST       -
                                                                                           EX TAX #VALUE!
                                                                                  INVOICE AMOUNT #VALUE!




               PAYMENT TERMS :                                  <TERMS>

               CHECK DETAILS :                                  Enter Check Details Here




               BANKING DETAILS :                                Enter Bank Details Here




               SIGNED :                                         Enter Any Other Details Here




                           <CONTACT_NAME>
                           <CONTACT_POSITION>
<TAX_TITLE>
          <TIME_END>
          <TRAVEL_END>



          <EXP_END><PROJECT_END>
Template Field
<INVOICE_TITLE>
<COMPANY_NAME>
<BUSINESS_NUMBER_TITLE>
<BUSINESS_NUMBER>
<BILLING_ADDRESS1>
<BILLING_ADDRESS2>
<CITY>
<STATE>
<ZIP>
<COUNTRY>
<PHONE>
<FAX>
<EMAIL>
<CONTACT_NAME>
<CONTACT_POSITION>
<INVOICE_NUMBER>
<INVOICE_DATE>
<INVOICE_START>
<INVOICE_END>
<CUSTOMER_NAME>
<CUSTOMER_ADDRESS1>
<CUSTOMER_ADDRESS2>
<CUSTOMER_CITY>
<CUSTOMER_STATE>
<CUSTOMER_ZIP>
<CUSTOMER_COUNTRY>
<CUSTOMER_CONTACT>
<CUSTOMER_CONTACT_POSITION>
<CUSTOMER_PHONE>
<CUSTOMER_FAX>
<CUSTOMER_EMAIL>
<CUSTOMER_BUSINESS_NUMBER>
<CUSTOMER_CUSTOM1->16>
<TERMS>
<NOTES>
<TAX_TITLE>
<TAX_TOTAL>
<C>
<TOTAL_INVOICE_AMOUNT>


Invoice line items must be enclosed by the <PROJECT_START> and <PROJECT_END tags. The <PROJECT_START> tag
on the same row as the last line item. Each line item type must appear on a row by itself and must be enclosed by the app
template or they will be duplicated in the printed invoice.
<PROJECT_START>
<PROJECT_END>
<TIME_START>
<TIME_END>
<TIME_TASK_NUMBER>
<TIME_TASK_DESCRIPTION>
<TIME_QUANTITY>
<TIME_PRICE_UNIT>
<TIME_TAX>
<TRAVEL_START>
<TRAVEL_END>
<TRAVEL_TASK_NUMBER>
<TRAVEL_TASK_DESCRIPTION>
<TRAVEL_MARKEDUP_VALUE>
<TRAVEL_TAX>
<EXP_START>
<EXP_END>
<EXP_INVOICE_NUMBER>
<EXP_DESCRIPTION>
<EXP_TAX>
<EXP_MARKEDUP_VALUE>
                     Source Data
                     Options->Financial Defaults->Invoice Title
                     Options->Company Details->Company Name
                     Options->Financial Defaults->Business Number Title
                     Options->Financial Defaults->Business Number
                     Options->Company Details->Billing Address 1
                     Options->Company Details->Billing Address 2
                     Options->Company Details->City
                     Options->Company Details->State
                     Options->Company Details->ZIP/PC
                     Options->Company Details->Country
                     Options->Company Details->Phone
                     Options->Company Details->Fax
                     Options->Company Details->Email
                     Options->Company Details->Contact Name
                     Options->Company Details->Contact Position
                     WIP Invoicing->Invoice Number
                     WIP Invoicing->Invoice Date
                     WIP Invoicing->Date of first line item
                     WIP Invoicing->Date of last line item
                     Contact Maintenance->Contact Name
                     Contact Maintenance->Billing Address1
                     Contact Maintenance->Billing Address2
                     Contact Maintenance->City
                     Contact Maintenance->State
                     Contact Maintenance->ZIP/PC
                     Contact Maintenance->Country
                     Contact Maintenance->Contact Name
                     Contact Maintenance->Contact Position
                     Contact Maintenance->Phone
                     Contact Maintenance->Fax
                     Contact Maintenance->Email
                     Contact Maintenance->Business Number
                     Contact Maintenance->User Defined 1 to 16
                     Options->Financial Defaults->Payment Terms
                     Options->Financial Defaults->Invoice Notes
                     Options->Financial Defaults->Tax Component Title
                     WIP Invoicing->Sales Tax
                     See Notes
                     WIP Invoicing->Invoice Total


 must be enclosed by the <PROJECT_START> and <PROJECT_END tags. The <PROJECT_START> tag must be on the same row as the first lin
as the last line item. Each line item type must appear on a row by itself and must be enclosed by the appropriate START and END tags. Do not
will be duplicated in the printed invoice.
                       N/A
                       N/A
                       N/A
                       N/A
                       Line Item -> Task Number
                       Line Item -> Task Name
                       Line Item -> Hours
                       Line Item -> Price per hour
                       (Price Per Hour * Hours) * (Financial Defaults - > Services Tax Rate)
                       N/A
N/A
Line Item -> Task Number
Line Item -> Task Name
Line Item -> Distance Traveled * Financial Defaults->Travel Invoicing Rate
(<TRAVEL_MARKEDUP_VALUE>) * (Financial Defaults - > Services Tax Rate)
N/A
N/A
Line Item -> Expense Invoice Number
Line Item -> Items Purchased
(<EXP_MARKEDUP_VALUE>) * (Financial Defaults - > Goods Tax Rate)
Line Item -> Expense Amount * Financial Defaults->Material Invoicing Rate
                    Notes




                    Set to either the default windows setting, the user defined Timesheets MTS Setting, or the project setting
                    Field set to RED if the invoice total does not match the accrued value


. The <PROJECT_START> tag must be on the same row as the first line item, and the <PROJECT END> must be
nd must be enclosed by the appropriate START and END tags. Do not put other things on the line item rows in the

                    This tag must precede enclose the time/travel/expense line items, it must be on the same row as the first line item tag
                    This tag must follow the time/travel/expense line items, it must be on the same row as the last line item tag
                    This tag starts the time line items, it must be on the same row as the first time data tag
                    This tag ends the time line items, it must be on the same row as the other line item tags




                    This tag starts the travel line items, it must be on the same row as the first travel data tag
                      This tag ends the travel line items, it must be on the same row as the other line item tags



s - > Services Tax Rate)
                      This tag starts the expense line items, it must be on the same row as the first expense data tag
                      This tag ends the expense line items, it must be on the same row as the other line item tags
ting, or the project setting




the same row as the first line item tag
ow as the last line item tag

								
To top