Template Customization Help.

Kacey's Avatar

Kacey

21 Jun, 2013 11:28 PM

Hi! I'm trying to center my logo at the top of all of my invoices, but I'm having trouble. What code am I missing?

Also, I forgot to make a copy of my invoice template before playing with it. Is the standard code available somewhere so I can copy and paste it back in?

I love all the features offered by Cashboard, and I would love to see some more template features or template samples for us non-coding folks (or maybe a support group with doughnuts? :).

Thanks for your help!

  1. 1 Posted by Kacey on 22 Jun, 2013 12:57 AM

    Kacey's Avatar

    Okay, I think I figured it out. Thanks!

  2. Kacey closed this discussion on 22 Jun, 2013 12:57 AM.

  3. Seth B re-opened this discussion on 22 Jun, 2013 01:36 AM

  4. Support Staff 2 Posted by Seth B on 22 Jun, 2013 01:36 AM

    Seth B's Avatar

    Hi Kacey,

    I'm away from the office right now but should be near a computer late Saturday / early Sunday. I can go ahead and modify your template for you at that time.

    >
    > Also, I forgot to make a copy of my invoice template before playing with it. Is the standard code available somewhere so I can copy and paste it back in?
    >

    If you "delete" the template you created, it will revert to it's original form. You could copy the template you have, delete it in the system, then have access to the original.

    >
    > I love all the features offered by Cashboard, and I would love to see some more template features or template samples for us non-coding folks (or maybe a support group with doughnuts? :).
    >

    Totally understandable. Lots of our customers have mentioned this and we are working on some alternate templates that you'll be able to choose between soon. When Cashboard originally launched I geared it towards other web designers and developers.

    I realize that this area of the system needs work and we'll continue to improve it.

    - seth

  5. 3 Posted by Kacey on 22 Jun, 2013 01:05 PM

    Kacey's Avatar

    No worries, Seth! I closed the call because I was able to work something out. I may need help eventually changing the invoice_row template (or making another one) that includes the item description and hours, and then shows the total hours for each section (I have a client who pays me a flat amount each month, and I like to include a breakdown of the time for each task and project--it helps me figure out how much my actual "hourly wage" is and will eventually help me determine when and if to raised the agreed fee). Does any of this make sense? (I haven't made my coffee yet:).

    No rush to respond--I know it's the weekend!

    Kacey

  6. Support Staff 4 Posted by Seth B on 22 Jun, 2013 07:55 PM

    Seth B's Avatar

    You might be able to get what you want by turning on the "show detailed
    time entries" checkbox while editing an invoice.

    It's under "advanced options" I believe while editing.

    On Saturday, June 22, 2013, Kacey wrote:

  7. Support Staff 5 Posted by Seth B on 24 Jun, 2013 04:44 AM

    Seth B's Avatar

    Kacey were you able to get what you want using the checkbox I mentioned?

    On Sat, Jun 22, 2013 at 12:55 PM, Seth B <[email blocked]> wrote:

    > You might be able to get what you want by turning on the "show detailed
    > time entries" checkbox while editing an invoice.
    >
    > It's under "advanced options" I believe while editing.
    >
    >
    > On Saturday, June 22, 2013, Kacey wrote:
    >
    >> **
    >>

  8. 6 Posted by Kacey on 24 Jun, 2013 01:46 PM

    Kacey's Avatar

    Seth,

    Unfortunately, no. I need an invoice template that pretty much just lists each task and the time associated with them (preferably in an hour format, like 1:30 for an hour and a half). It'd be great if I could get subtotals for each list, and then a total number of hours for each invoice. This particular client gets billed a flat rate each month, so I'd need to add a line item for "Monthly fee" to generate that amount.

    Also, is there a way to create a task type that will bill a certain flat fee amount for each listed entry, instead of a task rate/hour? Say I created a task called "Meaning of Life" and I wanted every item listed in that task to be automatically charge $42 every time one is completed. Is that currently possible?

    Thanks for all the help so far!

    Kacey

  9. Support Staff 7 Posted by Seth B on 24 Jun, 2013 07:50 PM

    Seth B's Avatar

    Unfortunately, no. I need an invoice template that pretty much just lists each task and the time associated with them (preferably in an hour format, like 1:30 for an hour and a half).

    To make invoicing possible we have to turn your hours into a floating point number. I've attached an example of one of my invoices with the hours shown. This is the standard template - and sounds like it should work for what you need.

    It'd be great if I could get subtotals for each list

    Invoices are only able to group tasks by project - not by project list.

    and then a total number of hours for each invoice.

    This is possible, and I can add it to your invoices at the bottom if you'd like.

    Also, is there a way to create a task type that will bill a certain flat fee amount for each listed entry, instead of a task rate/hour?

    When creating a task in your project, just leave the "hourly" box empty, and enter a flat fee for the task.

    Say I created a task called "Meaning of Life" and I wanted every item listed in that task to be automatically charge $42 every time one is completed. Is that currently possible?

    I think you have your terms a bit mixed up here...but what you'd need to do is create a task for each thing you'd be doing, and set each one's "flat fee" to be $42.

    Invoicing flat fee items is a bit different than hourly ones. You'd need to click the "invoice" button while viewing the project, then remove the flat fee items that were not yet complete.

    We might be changing this in the future so you can pick selected tasks to import - but right now it grabs all of them from your project and you have to edit the invoice after the fact.

    Hope that helps.

  10. 8 Posted by Kacey on 24 Jun, 2013 08:03 PM

    Kacey's Avatar

    I think I understand. And a "yes, please" to the hourly total at the end of the invoices. Since this is applicable on some and not others, could I get it in code form that I could copy and paste as applicable? Or am I being too demanding? :)

    I guess what I was trying to get at to create an additional invoice template that would eliminating some of the unnecessary columns from the invoice (like "price per" and "flat fee", for example) so it makes better use of the space (some of my descriptions--as I'm sure you can tell by my emails--can get lengthy, so additional room there would be great).

    Thanks again for all your help! Hope your Monday was a bit drier than mine!

    Kacey

  11. Support Staff 9 Posted by Seth B on 24 Jun, 2013 10:33 PM

    Seth B's Avatar

    On Mon, Jun 24, 2013 at 1:03 PM, Kacey <

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac

Recent Discussions

13 Jul, 2024 10:42 AM
10 Jul, 2024 04:24 PM
27 May, 2024 10:46 PM
23 May, 2024 05:08 PM
20 Feb, 2024 06:55 PM