Data tables > Invoice claim lines table

In order to list the sub projects being invoiced to your client, the FEE DETAIL TABLE is added to the invoice template. The INVOICE CLAIM LINES table will display similar information though in addition to this the sub project attributes can be added to the table.

Getting Started

Who can use it?	Where is it?
Administrator System Administrator	Administration tools > Document Templates > Edit bookmarks

Who can use it?

Where is it?

Administrator

System Administrator

Administration tools > Document Templates > Edit bookmarks

Tips:

Display sub project attributes on the DRAFT and Final invoice.
Displays only sub projects that are being invoiced.
This table doesn't display the transactions being invoiced, this is done with the FEE DETAIL TABLE.

The table sections

The table is broken into 3 areas - the header, the body and the footer.

Table section	Suggested fields
Body
There is alot that can appear here, everything from the Invoice details, Contact and Sub project details.	Agreed fee, Residual Fee, Invoiced to date, Attributes such as sub project due date, WIP $, Charge $, Cost and Profit
Footer
This is the total of the sub projects being invoiced. Again if you're invoicing 5 sub projects, anything in this Header will appear once for each sub project.	Invoice total ex tax

Example

To create the above example:

Double click an existing invoice template or Create new.
Select Edit bookmarks. Next.
Select and Add the INVOICE CLAIM LINES. Next.
Add 7 columns .
Highlight the Header, select Delete Row.
Highlight the Footer, select Delete Row.

Body	Column 1	Column 2	Column 3	Column 4	Column 5	Column 6	Column 7
Row 1	Add bookmark Sub Project Name. Save. Bold.	Select cell > select Merge	Select cell > select Merge	Select cell > select Merge	Select cell > select Merge	Select cell > select Merge
Row 2	Double click > type This Invoice. Save. Bold.	Double click > type Sub Fee. Save. Bold.		Double click > type Invoiced to date. Save. Bold.		Double click > type Residual Fee. Save. Bold.	Double click > type Date work due. Save. Bold.
Row 3	Double click > add bookmark Invoice Total$. Save.	Double click > add bookmark Sub Project Agreed Fee. Save.	Double click > type -. Save.	Double click > add bookmark Sub Project Invoiced. Save.	Double click > type = . Save.	Double click > add bookmark Sub Project Residual Fee. Save.	Double click > add bookmark Sub Project Due Date. Save.

Merge allows the contents in the first cell to 'wrap' across the table row.

Tip: The column widths can be changed in the document template.

Want to learn more?

Looking for more help? Try reviewing the following Administration Tools topics: View Topics

Or try reviewing the following Document Templates topics: View Topics

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