Group items by project on invoices
January 30th, 2009Customers that invoice for multiple projects will love this one.
Tonight we released a build of Cashboard that will clean up your invoices dramatically.
If you invoice for multiple projects on the same invoice, you will now see your invoice items table separated by project name.
You can still sort items within their proper grouping, and our default invoice template has been modified to display items in the same manner. (Before you ask – no you can’t sort the project groupings at this time)
The old default invoice template will still work, but we recommend that you move to the new one if you’ve modified your template at all.
New liquid variables
We’ve also introduced some new liquid variables which you template hackers should find useful!
- items_ad_hoc
(Items on an invoice that don’t belong to any project) - items_by_project
(Items on invoice, grouped by project they belong to) - total_quantity
(The total quantity for the entire invoice) - total_quantity_time
(Total quantity of time entries for an invoice)
January 30th, 2009 at 06:26 AM
Sweet man! I’ve been waiting for this one for a while!
January 30th, 2009 at 11:06 AM
Excellent feature and one which I’ll make use of this weekend when I bill 1 client for several projects…. Really great feature Seth.
Related to this, a simple idea… I really don’t know if I modified my invoice template….. Maybe I made a small change, but I don’t remember. How about a marker to show that a template has been modified (or saved). I know it can’t really show whether it’s different than the current, or the previous default, or the one before that….. but maybe a simple tick that appears and sticks whenever you choose to save a template. This tick would disappear if you ever choose to reset.
Thanks for spoiling us ! Jeff
February 3rd, 2009 at 07:21 AM
I love this update. We tweaked our invoice template to accomplish this, but it’s nice to have it available by default. One question though: Would it be possible to have the option to add a new line item and associate it with a project. Sometimes we have to add additional items to the invoice (such as expenses) and assign them to the appropriate project. Any ideas?
One additional question while I am here. We also find the need to bill a client for 1/3 of the project cost after they have approved the estimate. Is there any way to create an invoice for a client and also reference a project without actually bringing in any billable tasks. If we open new invoice, we can create a line item and put the project name and description as “1/3 payment due upon estimate approval”, but then the invoice doesn’t show up in Invoices under the actual project. I think this could also be fixed if we could assign a project to a New Line Item.
Thanks. Keep up the good work, I love this program. -Rob
February 3rd, 2009 at 08:15 AM
Thank you, thank you, thank you! I’ve been hoping to see something like this for a while.
You’re doing a great job with all of these enhancements to the site and functionality. Much appreciated.
February 6th, 2009 at 08:21 AM
Awesome man. MUCH appreciated feature. Cashboard keeps getting better and better!
Chris