Modifying an Invoice to also Show Proposal Info
Use the following expressions to modify an invoice form to also be a proposal form.
Add this to any label to switch between Proposal and Invoice based on OrderStatus (8 = proposal)
- {IIF((root.OrderStatus == 8),"Proposal","Invoice")}
Add this to the Product total charge.
- {IIF((root.OrderStatus == 8),(root_OrderDetails_ProductInfo.root_OrderDetails.UnitPrice * root_OrderDetails_ProductInfo.root_OrderDetails.Quantity),root_OrderDetails_ProductInfo.root_OrderDetails.TotalCharge)}
Add this expression for the Overall total charge
- {IIF((root.OrderStatus == 8),root.EstimatedCharge,root_AccountInfo.root.TotalCharge)}
Related Articles
Setting Up Invoice Emailing in VisualDLP
Automatically Send Invoice Emails This will automatically send an email with the invoice attached for all invoiced orders for all accounts with an invoice email setup in their account. You also have the option to enable this feature for individual ...
Email Statement and Invoice Password Set Up
To enhance security and protect your confidential information, we are implementing password protection for all statements and invoices. To set this up, you will need to generate passwords for your Accounts and send them an e-mail with that password. ...
2019-10 October Update
Below is a summary of the enhancements and bug fixes found in our latest update of VisualDLP Faster Updates to Orders - Saving an order is now three times faster than before. Added Account Phone Numbers to the Shipping Tab of the Order Entry Page ...
2019-09 September Update
Below is a summary of the enhancements and bug fixes found in our latest update of VisualDLP Improved Invoice and Work Ticket Batch Printing: Now you can skip the download and go straight to the printer when batch printing invoices and work ...
Automatically Print on Invoice
Now, users can configure VisualDLP to automatically print when an order is invoiced. This save a few mouse clicks on each order. This feature can be enabled in User Settings. Click on My User Settings in the left hand menu. Then find the toggle ...