Tags can be added to an invoice template item description to pull out information from a contract
setup.
- First, create an invoice template and add the tags and any additional text to an invoice items description.
- You can set this up by going to modules > invoice > invoice template and in the new window select new template.
List of available Tags
#CONTRACT_NO# (Contract number)
#CONTRACT_CUST_REF# (Customer ref.)
#CONTRACT_TITLE# (Title of contract)
#CONTRACT_VALUE# (Value of contract)
#CONTRACT_LEVEL# (Contract level)
#CONTRACT_TYPE# (Type of contract)
#CONTRACT_START_DATE# (Contract's start date)
#CONTRACT_START_DATE_MONTH_AND_YEAR# (Contract's start date (mm/yy)
#CONTRACT_END_DATE# (Contracts end date)
#CONTRACT_END_DATE_MONTH_AND_YEAR# (Contracts end date mm/yy)
The next time you create a template from a contract you will be able to select the invoice tab within the contract and select new invoice template.
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