We’re happy to announce that we’ve expanded the list of variables available for document templates in the Invoices group. You can now add the necessary information from a client’s Order directly to an Invoice.
For example, you can add the following information to an Invoice:
Malfunction or Order description;
Technician notes and recommendations for further work;
Purchase Order number or other data from custom fields.
New Order Variables for Invoice Printed Documents
On the "Settings > Print templates" page, a new "Orders" section is now available in the "Invoices" document group. It includes all variables for system and custom Order fields, as well as additional Order-related variables.
How Order Variables Work in Invoice Printed Documents
If you add Order variables within the {Invoice Table Grouped} table, the value from the corresponding Order will be inserted for each row.
If you add Order variables outside the table and the Invoice is linked to a single Order, the document will display data from that Order.
If you add Order variables outside the table, but the Invoice is linked to more than one Order, no data from those Orders will be displayed in the document.
Use the new variables to provide clients with the required documents and streamline your workflow. If you have any questions, suggestions, or comments regarding this update, please contact us via Support chat.