Hello,

Iam working on my own invoice but i cant get the field working Client Name & Adres working.
I have tried to copy a client name / adress field from a default template and that didint work.

Mabye some can share ?

Thx,

The token is buried in Slip's Project -> Project's Client -> Client's Address Book Card.

Drill down to it and then select Name and Address.

You cant acces that menu from the design invoice menu

When you are designing in your template, you need to double click to open the dynamic text editor (where you pick the little blue tokens that are placeholders for real data).

Then in the right hand side, you can navigate to the Client's Address Book Card. Depending on where you are putting it, you'll either start with the Invoice or the Slip object, and you'll have to "walk" through the relationships between things...

For instance, if you're putting this token at the top (in the header) of the invoice, Billings assumes you want invoice related information, so it gives you Invoice Date, Invoice Total, and other placeholders to choose from. One of the choices is actually a "link" to the Invoice's Project, which has all the project fields like PO Number and Project Name, etc. Then, you can go to Project's Client, which gives you all the client fields.

HTH,

@ Browning

Thx i found it ...

@adam Thx for the nice explanation i totally get it now !

Sounds pretty straight forward but I can't drill down to the client name.
When I double click on the dynamic text box and drill down to Report/Current User/My Clients All I have to choose from is: Average, Maximum, Minimum, & Sum. Ideally I would just like to place just their first and last name so that the invoice is sent to company X with the attention set to John Doe.

Mike

Hi Michael

Instead of:

Report > Current User > etc.

use

Report > Object > Invoice's Project > Project's Client >

HTH,