Topic: client seems to be not there in invoice template

It works nicely for the other templates too, except for “email_invoice_statement” (the multiple open invoices email template) — the code {{invoice.client.name}} doesn’t seem to work here ?

Because in there you have a collection of invoices. You have to access invoice.client in the “for invoice in invoices” loop.

Topic: client seems to be not there in invoice template

Seth, excellent tip !

It works nicely for the other templates too, except for “email_invoice_statement” (the multiple open invoices email template) — the code {{invoice.client.name}} doesn’t seem to work here ?

Stef

Topic: client seems to be not there in invoice template

Sorry for the delay – just saw this now.

Not sure exactly your full template, but usually in the invoice you should be accessing client as “invoice.client” – not just “client”.

If that doesn’t fix things paste the code here and link back to it…

Topic: Liquid variable for deposits?

lol

Topic: Liquid variable for deposits?

http://twitter.com/cashboard/statuses/901460150

Topic: Liquid variable for deposits?

FYI: I’m trying to get it in tonight, but I’ll be adding

• estimate.deposit_amount (money amount)
• estimate.deposit_paid (true/false)
• estimate.deposit_required (true/false)

Topic: Liquid variable for deposits?

Currently there isn’t. I’ll take this as a request for such a thing ;)

Topic: Applying payment to estimate issue

Yessir, looks like that was a bug.

Fixed here: http://twitter.com/cashboard/statuses/887063227

I’ll try to get it live this evening.

Topic: invoice for estimate deposit

Adam, this isn’t a bug. You’re supposed to do like drak0 says and print out the estimate then send that.

It’ll show the required amount @ the top.

If you invoice for the project it’ll count that amount as “paid” and it won’t technically be held as a deposit within the system. That means that the credited amount won’t be available once you actually invoice for real work done.

Topic: invoice for estimate deposit

Seems to me you should just print out the estimate and send them that… and on the estimate it shows the ‘required deposit’ (assuming the bug i just posted gets fixed).

Topic: Sending invoices manually

Just added a checkbox on the Invoice “details” panel that allows you to mark invoices manually sent.

http://twitter.com/cashboard/statuses/776677236

&&

http://info.getcashboard.com/topics/ui-spring-cleaning

Topic: Sending invoices manually

I’d like to add a vote for snail mail option. I like to mail a hard copy to my clients because I’ve found it’s less likely to get overlooked, especially as some of my clients just don’t use email much and aren’t used to paying bills that way. I can also hand-write a simple “Thanks for your business” as a personal touch.

Thanks!

Topic: Sending invoices manually

Thanks for taking the time to reply Seth.

I look forward to seeing what’s next.

Topic: Sending invoices manually

error411, thanks…and yes – that is part of it. Right now we don’t advertise at all – Cashboard has just grown from positive reviews and word of mouth. A large part of that I’d suspect is the exposure we get with clients logging in.

However, as mentioned I think manual sending is a big omission on our part, and will be addressed.

Topic: Sending invoices manually

Seth,

I, too, send out Invoices manually (my clients get a little put off with the implied obligation to log into something). I know you are probably wanting to increase exposure this way, but perhaps on the paying accounts, you could provide an option to toggle sent invoices manually.

Awesome product, by the way.

Dan Walter

Topic: Sending invoices manually

Interesting…always nice to know how people are using the system.

There’s no way to edit the outgoing emails in Cashboard at the present time. (Not planned anytime soon either.)

Topic: Sending invoices manually

Odd – any reason you’re doing this instead of sending through the system?

Topic: Sending invoices manually

It’s not possible currently, which I admit, sucks for your workflow.

Are you printing PDFs and mailing them, or downloading the PDF and emailing it yourself?

After our server move and a round of thorough testing the next thing on my plate is to add snail-mail. I’ll be looking at this situation at the same time.