Topic: Liquid Templates / Change "Tax" and Tax2" in templates?

Thanks Seth. I inadvertently deleted that section of code from the template I’ve been working on…. no wonder I couldn’t find it! :)

Topic: Liquid Templates / Change "Tax" and Tax2" in templates?

Hi,

I am working on an invoice template for a company in Canada, and they need the “Tax” and “Tax 2” to display as “GST” and “PST” respectively. Is there a way to do this? Either through account settings or within the template?

Thanks!
Colin

Topic: Troubleshooting & Bug Reports / "Invoiced" checkbox in projects

I think having a “mark as complete” option during invoice creation would help.

Topic: Announcements / Cashboard v2 (aka Expenses in progress)

These updates look great! Can’t wait to get my hands on them… :)

Topic: Troubleshooting & Bug Reports / "Invoiced" checkbox in projects

We came across a problem today. Basically, we have 2 people who sometimes create invoices. We try and keep it to 1 main person though. Anyway, Person A created an invoice for a project in the middle of the month which included 3 flat fee line items. Subsequently, more time was added to the project, so a new invoice was needed for the same project today. So, Person B went in and created a new invoice. Those 3 flat fee line items that we included in the first invoice were added to the second invoice because they never were checked off as “Invoiced.” So, we had 2 invoices with the same items, and headaches ensued.

So, my question: why are items not automatically checked off as “Invoiced” after they have in fact been invoiced? This seems like an omission to me, not a feature.

I would think it is more important to mark something as invoiced, to avoid duplicate invoicing, than to not mark as invoiced thus allowing a line item to have more cost or time added to it. If more time needs to be added to a line item, wouldn’t it make more sense to make the user create a new task?

Topic: Announcements / Cashboard v2 (aka Expenses in progress)

Awesome! Can’t wait for expenses. And the inline editing is sweet. I’m right behind AdamJ in the beta testers line! ;)

Topic: Troubleshooting & Bug Reports / Cashboard rocks... bye bye FreshBooks???

We’re on the fence too for switching from Freshbooks to Cashboard. CB has some much needed features that FB lacks, but we have so much data in FB and FB is so familiar…. Hard decision. We have been using CB more and more. And I do love the transparency that CB has in development and the fast development pace. Hopefully Cashboard will keep getting better and we’ll be able to make the full switch to it eventually.

Topic: Troubleshooting & Bug Reports / How do invoice discounts work?

Hi all,

Sorry if this is the wrong topic for this post, but here goes…

We’d like to offer clients a discount on invoices if they pay it early: 5% off if paid within 24 hours of sending the invoice. Our invoices are NET 30 days.

So, I put 5 in the “%” box, but then what do I put in “days paid early” box? Should I put in 29 days? Or would that give the client a 5% discount for every day they pay early (which would mean 145% discount….)?? Or do I put in 1 day and that will only allow for a 24 hour discount period?

Thanks for your help!!
Colin @ Rocket No. 9, LLC