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Configure Invoice Extras (Config)

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Overview

Click on the links below for more information

We have 7 available invoice extra options that can be used by clients. There are technically 8 total, but the first is reserved for the PO Number. The other 7 can essentially be used for anything the client wants provided their custom created extra value has the appropriate system name.

Note: BOLD's Custom Fields (Client > Jobs > specific Job > Edit EE Work > Custom Fields) are built for internal tracking and display within BOLD only. Data entered there — such as a House Code or Employee ID — does not flow into the Avionté Classic printed invoice template, regardless of the field's name. To get custom per-employee data (like an Employee ID or House Code supplied by a client) to print automatically on invoices, use the InvoiceExtra setup below instead — it's a separate, dedicated mechanism designed specifically to flow into the invoice output.

Activating a BOLD Custom Field with a name that happens to match an existing invoice-related field elsewhere in the system (for example, "House Code") can also cause a print/view error on the invoice. If invoices stop printing or viewing correctly after adding a Custom Field, try removing or renaming that field first to confirm whether a naming conflict is the cause.

 

  1. Click on the Admin Tools button


     
  2. Click on Config Choice



     
  3. While on the Detail tab, click on the Add New button


     
  4. Fill out the following fields:
    1. Category = CustomerOrderExtra
    2. Choice Code = InvoiceExtra3 [Name appropriately for configuration]
    3. Description = InvoiceExtra3 [Enter any Description]
    4. Select all the Branches this applies to
  5. Click on the Save button


     
  6. Click on the ChoiceProperty Tab



     
  7. Fill out the following fields:
    1. Main Category = CustomerOrderExtra [as configured above]
    2. Choice Code = InvoiceExtra3 [as configured above]
    3. Category = InvoiceExtra [Determines where the config choice entry will be shown in the Extra tab]
    4. CopyToTransaction = True [Makes it visible under Time Entry > Card View > Extra]
    5. SubCategory = Customer [Makes it available in Customer > Extra]

    6. SystemName = InvoiceExtra3 [this cannot be a duplicate or it will not display the value on the Invoice.]

       

  8. Tab|Tab|Tab to save
  9. Click on the Detail Tab


     
  10. Click on the Add New button


     
  11. Fill out the following fields:
    1. Category = InvoiceDisplayItem
    2. Choice Code = InvoiceExtra3 [to display above config]
    3. Description = InvoiceExtra3 [Enter any Description]
  12. Click on the Save button


     
  13. Go to the Customer record
  14. Click on the Extra section


     
  15. Fill out the following fields:
    1. Label = InvoiceExtra3

    2. Value = Free Text - enter value to display on invoice

       

  16. Tab|Tab|Tab to save
  17. Click on the Billing Setup section


     

  18. Select InvoiceExtra3 field

     

  19. Tab|Tab|Tab to save
  20. Click on the Sheet View section


     
  21. Allocate Pay Units to the employee(s) to pay them


     
  22. Click on the Card View section


     
    1. The Extra field should appear configured for the transaction


       
  23. Click on the Sheet View Tab


     
  24. Click on the Close Batch button


     
  25. Click on the New Batch button


     
    1. Continue the regular process
      1. Select Transactions
      2. Process Invoice


         
  26. Click on the Invoices section


     
  27. Double click to open the Invoice


     
    1. Notice the new line item

 

 

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