Topic: Liquid Templates / Multiple Templates

Just in case someone finds this, drak0’s comment came to pass as it looks like the formatting for the flat fee changed from 0.00 to 0.0. I’ve implemented his idea with maths instead of comparing strings, so use this one instead of my previous.

{% assign flatfee = 0 %}
{% assign hourly = 0 %}
{% for item in invoice.line_items %}
  {% assign flatfee = flatfee + item.flat_fee %}
  {% assign hourly = hourly + item.quantity %}
{% endfor %}

{% if flatfee == 0 && hourly > 0 %}
 {{ # THIS IS HOURLY }}
 {% include 'html_invoice_hourly' %}
{% else if flatfee > 0 %% hourly == 0 %}
 {{ # THIS IS FLAT FEE }}
 {% include 'html_invoice_flatfee' %}
{% else %}
 {{ # THIS IS MIXED }}
 {% include 'html_invoice_mixed' %}
{% endif %}

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

@heather – take a look at this thread: http://forum.getcashboard.com/forums/6/topics/310

Topic: Liquid Templates / client seems to be not there in invoice template

Hey Seth,

I created a [url=http://forum.getcashboard.com/forums/6/topics/171]multi-template system a while back for my invoices[/url], which splits them to hourly, flat-fee or both to make the single type invoices look better. At the bottom of each type of invoice is an include for a footer partial.

I have started to do some work with some guys overseas, and so I’m accepting paypal payments from them through Cashboard. In the template I send to local clients as a PDF I include my bank details at the bottom to allow them to pay electronically. To prevent confusion, I want to only show these details if they are from Australia, and show a different message to everyone else. Unforunately I just can’t get this to work, as client doesnt seem to be available to my templates. For example I do the following:

[code]
{{ client.name }}
{% if client.country_name == “Australia” }

Australia

and the client’s name isnt shown, and the h4 shows “Elsewhere” even when the client is listed in Cashboard as being from Australia.

Any ideas why I can’t access Client?

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

If you need beta testers, I’m keen!

Topic: Troubleshooting & Bug Reports / Cashboard is down :(

So this is a pretty rare thing (ie, this is the first time I’ve experience it ever) but Cashboard is currently down.

The message I’m getting is:
“Ruby on Rails application could not be started”

“config/workling.yml configured to connect to queue server on localhost:15151 for this environment. could not connect to queue server on this host:port. for starling users: pass starling the port with -p flag when starting it. If you don’t want to use Starling, then explicitly set Workling::Remote.dispatcher (see README for an example) (Workling::QueueserverNotFoundError)”

Topic: Random / A random design thought...

Although having the submenu and action buttons all in the same column would be cool, I am very much with you on the content on the left argument. Its more important to me that I can get the most out of the content i can see (especially when you can make it full width like on the timesheet) rather than easily remembering with the action buttons are. I’ve never had any problems with the buttons being on the right.

Topic: Troubleshooting & Bug Reports / Lightbox log-in

After my session expires on the site, I have to login again, but during the day with mildly regular use, I only have to login once in the morning.

Topic: Troubleshooting & Bug Reports / Record a Payment

To answer your first question, the “Amount” isnt prefilled because Cashboard has no idea how much your client has paid. Theres several situations that come into play with payments.

Your client might be paying a partial amount of an invoice, so prefilling it wont really help you at all.

You might have multiple outstanding invoices with a client as well. This is where the “Amount to apply” section is really put into play, as Cashboard lists all the invoices outstanding for that company, and so you can allocate one payment to multiple invoices at once.

When you hit ‘Record payment’ against an invoice, its not really paying just to that particular invoice, but its kind of a shortcut to recording a payment against the company.

If you go to the payments section in money in, the multiple fields on the payments screen will make sense. The “Amount” field is what the client paid (listed at the top of the middle column), and the “Amount to apply” field is what you see below the line in the middle column, which lists the invoices it applies to.

If in the “Record a Payment” screen, you had just put the amount in the “amount” field and not also in the “amount to apply” field, the payment would have been recorded, so Cashboard would have recognized money coming into the business, but the oustanding invoice would still be outstanding, as no money would have been applied to it.

Hope that helps

Topic: Feature Requests / Group mulitple projects in invoice

Althought this may seem similar to the estimates with choice of prices thread started today, this is a little different.

Currently when you include multiple projects in an invoice, they are just lumped together with no segregation, it all just looks like the same thing. If you are invoicing for two similar projects, quite often the task names can be similar which can get confusing.

What I would love to be able to do is when you invoice for multiple projects, at least by being able to use some liquid trickery, you can seperate these projects. So instead of:

line item 1.1
line item 1.2
line item 2.1
line item 2.2
line item 2.3

Invoice total

You would get:

Project 1
line item 1.1
line item 1.2
Project 1 total

Project 2
line item 2.1
line item 2.2
line item 2.3
Project 2 total

Invoice total

Unless this is already possible and I’m as blind as a bat. What do you guys think?

Topic: Troubleshooting & Bug Reports / estimates with choices of price / work

Gleddy, you can have multiple templates, but its a bit of a hack. With some help, I found a way to dynamically apply a different template depending on the situation.

Using what I mentioned above, and the multiple templates liquid, you could create something that could work for you. Instead of checking for whether it has a flat fee or hourly rate for an invoice, you could check if it has a line item called ‘break’ or something like that to see if it needs to be a multi-optioned estimate tempplate or the normal template.

Topic: Troubleshooting & Bug Reports / estimates with choices of price / work

This is the one thing that limits me using estimates as well. Unfortuntely I can’t use your first option as I break the project down into stages to explain why it costs what it does, but I don’t really want to provide them with three different invoices either.

It could be done through liquid, but it wouldn’t look pretty in Cashboard. You could list all three estimates in the same estimate, but put a blank line item inbetween each one. Then as you loop through each line item in your template, you add each line item together manually in a running total. When you hit a blank line (the divider), you close the table with the total row using the current running total from the line items, put in a page break, reset the running total back to zero, and start a new table on the next page.

Although that would work for your clients, it would make your estimate like three times more expensive than it should be…

Topic: Troubleshooting & Bug Reports / Lightbox log-in

Cashboard definately remembers my user/pass

Topic: Liquid Templates / Liquid variable for deposits?

Seth, don’t take this the wrong way, but I love you. In a manly way. You know?

Hmm… maybe I should have just stuck with thanks!

Topic: Liquid Templates / Liquid variable for deposits?

Hey guys, I might be missing something right infront of my nose here, but is there a liquid variable for deposits?

Using some similar liquid trickery as I did last time with invoices, I wanted to show the estimate differently if a desposit is required than if it isnt. But I couldnt see deposits in the liquid reference page.

Thanks in advance

Topic: Announcements / Sending Estimates / Invoices to individuals, not companies

I haven’t ever needed to invoice an individual instead of a company, but I can see that the need may arise sometime down the track.

Topic: Feature Requests / Accounting for deposits in Cash Overview

I forgot to add it would make Cashboard perfect if you did it, and I would sign up if it was added!

joking, thanks for considering it Seth :D

Topic: Feature Requests / Accounting for deposits in Cash Overview

It’s not so much who owes me the money, just that when I logged in, the Account Balances calculations quickly showed me what was owed to me at a glance. Once an API is released for Cashboard I’ll probably just write a little widget to display that information on my desktop, but there’s probably a few more important things you want to implement before that.

This might get a similar answer, but could then the Outstanding Invoices alert be changed slightly to “You have 2 outstanding invoices totalling $1000.00”?

Topic: Feature Requests / Accounting for deposits in Cash Overview

Im referring to the Cash Overview panel on the home page (and the cash graph there also).

I’ve just accepted payment of a couple deposits, which as theyre not invoiced, are recieved as just payments. This has consquently pushed my cash collected above my cash invoiced level, giving me an ‘Over-payment’ figure. I use the figure in the Cash Overview to quickly tell me how much I am still owed from clients, so the over-payment kinda ruins that.

Could the Cash overview calculations there account for a deposit that hasnt been applied to an invoice yet? So for example, say I have $200 outstanding and have just accepted a $500 deposit, the current situation would be:

Invoiced: $2000
Collected: $2300
_ _ _ _ _ _ _ _ _ _
Over-payment: $300

Where as I think this might be more useful:

Invoiced: $2000
Collected: $2300
Deposits: – $500
_ _ _ _ _ _ _ _ _ _
Outstanding: $200

Thanks in advance

Topic: Troubleshooting & Bug Reports / "Record Payment" button not working

There seems to be a small bug with the ‘Record Payment’ button for any invoice tables. When you click the link, it redirects to the payment page correctly, but doesnt select the company you clicked record payment for. Its in the url correctly from what I can tell, just not playing nice in the form.

Topic: Liquid Templates / variable for remaining credit?

haha :D

Topic: Feature Requests / Cashboard to Forum

or control+click should do it too…

Topic: Troubleshooting & Bug Reports / Applying payment to estimate issue

sweet, thanks Seth!

Topic: Troubleshooting & Bug Reports / Applying payment to estimate issue

I’m converting some recently started projects across to the new deposit system. I’ve hit what appears to be a bug though.

I have a payment and and estimate (the estimate was created after the payment was made, could this be the cause?). I go to the payment, select the estimate and hit save. It says the changes were saved, but it goes back to having no estimate selected. Any ideas?

Thanks in advance

Topic: Liquid Templates / Invoice Final Cost in email_invoice_notice

Hey mate,

Try formatting it as money to get the two decimal places to display.

ie:

{{ invoice.total_due | format_money }}

Topic: Liquid Templates / Multiple Templates

I’m back! So I quickly realised that adding a character to the id would then be entered into the invoice the client sees too, which I didnt really want. That character could have been removed from the invoice with some code when it is displayed too, but I thought of another way to do it without having to change anything in the invoice.

What I did was create two variables ‘flatfee’ and ‘hourly’ and made them false. Then loop through all the line items in the invoice, and if either didnt equal 0, assigned the appropriate variable as true. Then have an if/else if statement to include the appropriate templates for each situation.

 {% assign flatfee = false %}
{% assign hourly = false %}
{% for item in invoice.line_items %}
  {% if item.flat_fee != '0.00' %}
    {% assign flatfee = true %}
  {% endif %}
  {% if item.quantity != '0.0' %}
    {% assign hourly = true %}
  {% endif %}
{% endfor %}

{% if flatfee == false && hourly == true %}
 {{ # THIS IS HOURLY }}
 {% include 'html_invoice_hourly' %}
{% else if flatfee == true && hourly == false %}
 {{ # THIS IS FLAT FEE }}
 {% include 'html_invoice_flatfee' %}
{% else %}
 {{ # THIS IS MIXED }}
 {% include 'html_invoice_mixed' %}
{% endif %}

Thanks for all the help guys, its greatly appreciated!

[edit] Had '%%' instead of '&&' in the 'else if' line