Creating Contract Invoice Templates - CS

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.