Creating custom item rows?

Heather Romero's Avatar

Heather Romero

20 May, 2013 02:34 PM

Good morning, I was hoping someone could give me further insight into the workings of the templates, if this is possible.

I'd like to set up rows that show specific data on my custom invoice template. The way it's structured by default is good (project, and then tasks/items displayed separately beneath the project), but is my only option "{% include 'invoice_row' for item %}" ? For the tasks I'd like it to display the description/name, hours, rate, taxes and subtotal of each task, and right now I don't think it wants to show the tax with that code. I haven't been able to figure out if there's a loop that will allow this. Any help is appreciated!

  1. Support Staff 1 Posted by Seth B on 20 May, 2013 11:23 PM

    Seth B's Avatar

    Look at the "invoice_row" template. Inside there is the code where each row is actually printed.

    Reference for our template language is available here: http://help.cashboardapp.com/kb/document-templates

  2. 2 Posted by Heather Romero on 20 May, 2013 11:55 PM

    Heather Romero's Avatar

    Oh, I didn't realize that was all in a separate template. Thanks!

    I also noticed that it only wants to use the html_invoice template yet the site says you can set up multiple invoices. Is this a feature that isn't in the 30 day demo?

  3. Support Staff 3 Posted by Seth B on 21 May, 2013 01:08 AM

    Seth B's Avatar

    All features are included in the 14-day trial (not 30 days).

    To make another template available for use on invoices, simply name it
    html_invoice_something_else ... as long as it starts with html_invoice_
    it'll be available for use on invoices.

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