As I am building my own invoice templates, I see that, when using one of the templates included with Billings, you can turn the retainer on and off as part of the export process. I wanted to recreate this same functionality in my templates, but when I pull up one of the default templates to checkout how it is put together, I can not find any reference to the retainer.

Can someone give me a hint as to where that code and/or the dynamic text blocks are located?

Thanks.

This message has been edited. Last edited by: oteo,

Never got a response to this when it was first posted six months ago. Any chance anyone has some new insight on this?

Thanks!

Well, the only clue I have is that if you click on "TAInvoiceSummary" in the path at the bottom of the layout window, you'll see in the Inspector the "Data" area that has a Key Path of "AppliedTax". If you edit that, the window that comes up says at the bottom:

object.appliedTaxesWithAppliedRetainerAmount

where the "key paths" (I see them as "tokens") of "tax" and "total" are introduced. And then in the Dynamic Field that says:

[TAX REGISTRATION]Tax Name Tax Rate

if you click on "Tax Name", you'll see its path ends with "tax.name". I can only assume that this field changes to show "Prepayment applied" when there's a retainer, and to show the tax type when there's a tax.

Hope this helps...

Ken

Here's the solution:

first stop billings.

Go to your templates folder (library/Application Support/Billings/Templates) open your template with an editor like BBEdit. There are 4 files, open Template.archive

Search for object.appliedTaxes

replace this string with object.appliedTaxesWithAppliedRetainerAmount

save the file and start billings and you're done.

You should be careful when modifying the .archive. It's a Cocoa object XML archive (using NSKeyedArchiver). In this case, the modified was ok, but in other cases, the archive could easily be messed up. It would be safer to use Ken's technique.