tag:help.cashboardapp.com,2012-10-23:/discussions/document-templates/142-people-assigned-to-companiesCashboard: Discussion 2014-01-21T02:34:11Ztag:help.cashboardapp.com,2012-10-23:Comment/311340882014-01-15T17:28:22Z2014-01-15T17:28:22ZPeople assigned to companies<div><p>Having Trouble with pulling Tom's email as well by the way</p></div>Vikk Shayen Wongtag:help.cashboardapp.com,2012-10-23:Comment/311340882014-01-15T18:34:16Z2014-01-15T18:34:16ZPeople assigned to companies<div><p>Vikk,</p>
<p>Your easiest bet would be to modify the text inside the
invoice's "address"<br>
field while editing the invoice itself. This way you wouldn't have
to mess<br>
with templating and variables at all.</p>
<p>However, if you want to do this at the template level (and it
seems you<br>
do), you'd need a lot more modifications. Keep in mind that
these<br>
modifications would apply to ALL INVOICES in your system, and would
format<br>
the address the same way for each of them.</p>
<p>I'd recommend option 1, simply for the ease of use, but if you
want to go<br>
with option 2 let me know and I'll type out an explanation.</p></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/311340882014-01-16T08:12:02Z2014-01-16T08:12:02ZPeople assigned to companies<div><p>Hi Seth,</p>
<p>Having to manual add the address every time is not something I
want to do.<br>
Happy to have them apply to all invoices.<br>
At this stage I have figured out everything else apart from the 2
items. I<br>
have a person linked to a company but as I am invoicing to that
person in<br>
the company I have to add their Company name and also company
address to<br>
the invoice.</p>
<p>Thanks Seth.</p>
<p>Cheers,</p>
<p>Vikk</p></div>Vikk Shayen Wongtag:help.cashboardapp.com,2012-10-23:Comment/311340882014-01-16T20:36:30Z2014-01-16T20:36:30ZPeople assigned to companies<div><p>Vikk,</p>
<p>There's a couple of issues here.</p>
<p>The first is that if you issue an invoice to a <em>company</em>,
you can't access who the invoice is generated for when sending.
This would prevent you from referencing specific people within that
company in the "address" block.</p>
<p>The second issue, is that by default our templates use the
variable "invoice.address", which is auto-generated by the system
using the defaults that most of our customers want.</p>
<p><em>To get around this you'll have to use the system in a smart
way and also modify your templates somewhat.</em></p>
<h2><a class="anchor" href="#using-the-system-in-a-smart-manner"
name="using-the-system-in-a-smart-manner" id=
"using-the-system-in-a-smart-manner"></a>Using the system in a
smart manner</h2>
<p>If you <em>must</em> include "invoice prepared for X" for a
company, you'll need to do the following:</p>
<ul>
<li>Assign that invoice to a company, not a person</li>
<li>Use one of the "custom" fields to place that person's name on
<em>the company</em></li>
<li>Modify your invoice template to use a special "include" that
shows the client's address how you want it.</li>
</ul>
<h3><a class="anchor" href="#modifying-your-invoice-template" name=
"modifying-your-invoice-template" id=
"modifying-your-invoice-template"></a>Modifying your invoice
template</h3>
<p>You'll need to modify your invoice template, and remove the bit
that says...</p>
<pre>
<code>{{ invoice.address | format_text }}</code>
</pre>
<p>...instead replacing it with:</p>
<pre>
<code>{{ include 'client' for invoice.client }}</code>
</pre>
<p>Then, modify the 'client' template, replacing everything within
with the following:</p>
<pre>
<code>Invoice Prepared For<br/>
{{ client.custom_1 }}<br/>
{{ client.custom_2 }}<br/>
<b>{{ client.name }}</b><br/>
{% if client.address != blank %}
{{ client.address }}<br/>
{% endif %}
{% if client.address2 != blank %}
{{ client.address2 }}<br/>
{% endif %}
{% if client.city != blank || client.state != blank || client.zip != blank %}
{{ client.city }}{% if client.state != blank || client.zip != blank %},{% endif %} {{ client.state }} {{ client.zip }}<br/>
{% endif %}
{% if client.country_name %}
{{ client.country_name }}
{% endif %}</code>
</pre>
<p>This assumes you're storing your contact's name in custom_1, and
"finance department" in custom_2.</p>
<p>Keep in mind that this would print out the same for ALL your
invoices, regardless of who you are sending it to. You can get
around this by creating additional invoice templates, as you've
done with html_invoice_2, 3, etc.</p>
<p>I know that's a bit convoluted, but hopefully it sheds some
light into the process. Let me know if you need further
clarification.</p></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/311340882014-01-19T06:06:34Z2014-01-19T06:46:28ZPeople assigned to companies<div><p>Hi Seth,</p>
<p>Thanks for taking the time to help with the code. It seems that
I have<br>
assumed that fact that you can assign companies to people meant
that we<br>
could pull that information in the template when invoicing the
individual.<br>
Perhaps this could be my suggestion for the suggestion box!</p>
<p>On another issue which I couldn't fix was that I couldn't get
the logo to<br>
show up in the PDFed<br>
invoice.</p>
<p>This is the code I have for it:</p>
<pre>
<code><div class="right_aligned">
<div style="padding 10px;" class="subheader">
<img src="{{
'https://vikk.cashboardapp.com/system/account/21315/header_image/vikkshayen-logo-design4.png'<http://bl-1.com/click/load/BDIKP1YxVGZQMVI3BjA-b0231>|
image_path }}" width="80" />
</div>
</div></code>
</pre>
<p>Using <code><img src="{{ 'vikkshayen-logo-design4.png' |
image_path }}" width="80" /></code> didn't work. Am I doing
something wrong? I've added a screen<br>
shot as well.</p>
<p>Thanks Seth.</p>
<p>Cheers,</p>
<p>Vikk</p></div>Vikk Shayen Wongtag:help.cashboardapp.com,2012-10-23:Comment/311340882014-01-19T06:52:29Z2014-01-19T06:52:54ZPeople assigned to companies<div><blockquote>
<p>Thanks for taking the time to help with the code. It seems that
I have assumed that fact that you can assign companies to people
meant that we could pull that information in the template when
invoicing the individual. Perhaps this could be my suggestion for
the suggestion box!</p>
</blockquote>
<p>There are some technical issues here that I won't go into which
prevent that from happening currently. We haven't had enough
requests to solve that particular problem yet, but I understand
where you're coming from.</p>
<blockquote>
<p>On another issue which I couldn't fix was that I couldn't get
the logo to show up in the PDFed invoice.</p>
</blockquote>
<p>The issue here is again (a stupid) technical problem which we
need to solve. For the PDF process to work properly, we have to
have the images local on our server. This is the reason we have you
upload em.</p>
<p>I went ahead and uploaded / linked your PNG file, so you should
be good to go.</p>
<p>My apologies for the rough edges. The templating features need a
lot of work and will get some of these things smoothed down fairly
soon.</p>
<p>In particular, uploading a logo needs to be way more simple, and
we will soon have a variety of pre-planned templates that people
can choose from.</p>
<p>Have a good weekend,</p>
<ul>
<li>Seth</li>
</ul></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/311340882014-01-19T07:06:33Z2014-01-19T07:06:33ZPeople assigned to companies<div><p>Hi Seth,</p>
<p>Thanks for the reply, when you said "I went ahead and uploaded /
linked<br>
your PNG file, so you should be good to go." does that mean that
<img width="80" src=
"{{%20'vikkshayen-logo-design4.png'%20|%20image_path%20}}">
will<br>
be the code and that it would work when printing PDFs? (It
currently<br>
doesn't work btw).</p>
<p>I moved to Cashboard from quoterobot - I loved their invoice and
proposal /<br>
estimate templates and system because you could add cover pages,
timelines<br>
and additional pages etc . But unfortunately the software was too
buggy to<br>
continue using and stuff just didn't work and didn't get fixed.
Cashboard<br>
has so much potential I do hope that you'd be able to get some of
the<br>
technical quirks smoothed out!</p></div>Vikk Shayen Wongtag:help.cashboardapp.com,2012-10-23:Comment/311340882014-01-19T08:25:21Z2014-01-19T08:25:21ZPeople assigned to companies<div><p>No, that's not the right code. Look at the "html_invoice"
document I edited. It has the correct code.</p>
<p>Cashboard is continually a work in progress, and we're always
trying to improve it. Thanks for the support and your comments.</p></div>Seth B