Recent Posts by Heather

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Feb 9, 2011
Avatar Heather 8 post(s)

Topic: Troubleshooting & Bug Reports / Deposit entry missing from estimates?

Thanks for the update. I am very sorry to see this feature go and I wish it would have been left in as an option to continue including with estimates. This definitely throws a wrench in our estimation and accounting processes. I know you have to meet the overall needs for the masses, but just removing features can be very disruptive. I received and read the Winter Update letter last month and saw that deposits had been made available to customers who don’t utilize estimates. Sorry but that does not mean “and it was removed from estimates”!

 
Feb 7, 2011
Avatar Heather 8 post(s)

Topic: Troubleshooting & Bug Reports / Deposit entry missing from estimates?

The estimate form used to allow you to specify a deposit… has this been removed?

 
Jul 21, 2010
Avatar Heather 8 post(s)

Topic: Liquid Templates / client.country_name doesn't show anything

Yes, I saw that thread before I posted and I didn’t find it helpful. But apparently I wasn’t looking hard enough. I tried this and it works!

{% if estimate.client.country_name == ‘United States of America’ }
{ assign intl = false }
{ else }
{ assign intl = true }
{ endif %}

Thank you so much!

 
Jul 20, 2010
Avatar Heather 8 post(s)

Topic: Liquid Templates / client.country_name doesn't show anything

I have this in my template:

{% if client.country_name == ‘United States of America’ }
{
assign intl = false }
{
else }
{
assign intl = true }
{
endif %}

No matter what the country is set to for the client, the display always comes back assigned to true for intl.

If I just list this in my template:

{{ client.country_name }}

Nothing is displayed.

Any ideas?

 
Jun 17, 2010
Avatar Heather 8 post(s)

Topic: Liquid Templates / Quantity with no delimiter

I need to modify the number display for Quantity on an invoice template to not show the delimiter and just show a whole number. In this particular case having the decimal is confusing since I am invoicing people for ticket sales.

{% if item.quantity == 0 }
{
else }
{ item.quantity | number_with_delimiter: ‘,’ }}
{
endif %}

I tried deleting it, using “number_without_delimiter”, “number_no_delimiter”, “number”, etc. but nothing worked. Please help! Thanks!

 
Mar 3, 2010
Avatar Heather 8 post(s)

Topic: Liquid Templates / Either/or conditions for IF statement

I am trying to format line items in the invoice template based on the value of the title. The code I am using that I think should work isn’t. I want to apply formatting if the title is any one of a number of different values. The code works just fine for the first value, it doesn’t apply the formatting for the second value though. Can someone please help?

Here is my code:
<td class="first">
{% if item.title == ‘Training’ || item.title == ‘Discounts’ %}


{{ item.title }}

{% else %} {{ item.title }} {% endif %} </td>

Thanks!

 
Feb 26, 2009
Avatar Heather 8 post(s)

Topic: Troubleshooting & Bug Reports / Product prices don't import into new estimate

Any news on this issue?

Thanks!

 
Feb 5, 2009
Avatar Heather 8 post(s)

Topic: Troubleshooting & Bug Reports / Product prices don't import into new estimate

Hello!

I have set up a base estimate to use as a template for other estimates. I have been using this method for task based estimates and it has worked out great. I set up a base estimate using Products, and when I create a new estimate and import in the items from the base template, the product prices are imported at a $0 cost.

Can I preserve the product costs somehow? Or is there a way to set up products? Or is it with every estimate that includes products, we have to key in the price every time?

Any assistance would be greatly appreciated!!