Modifing a template in TO3000: 2 questions Thread poster: Clarisa Moraña
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Clarisa Moraña 
United States
Local time: 20:01
Member (2002)
English to Spanish
+ ...
Hi
I'm using TO3000 for invoicing my clients and I would like to add a couple of fields to the invoice template, namely:
1) Job # (which is in fact, different to the PO #)
2) Project manager's email.
Is it possible to do that? BTW I included "Job #" as the "Client Ref" in "Client Jobs, and the email of the PM is in the "Contacts" list.
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Also, I want the name of the invoice to be preceeded by a my own invoi... See more Hi
I'm using TO3000 for invoicing my clients and I would like to add a couple of fields to the invoice template, namely:
1) Job # (which is in fact, different to the PO #)
2) Project manager's email.
Is it possible to do that? BTW I included "Job #" as the "Client Ref" in "Client Jobs, and the email of the PM is in the "Contacts" list.
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Also, I want the name of the invoice to be preceeded by a my own invoicing numbers. I'm not sure if I'm clear. Let's say that the standard invoice name provided by TO3000 are
I-CLIENTAA0001
I-CLIENTAA0002
I-CLIENTAA0003
I-CLIENTBB0001
I-CLIENTBB0002
I-CLIENTAA0004
Is it possible to change that to follow the number of my old invoicing system so the invoices are numbered as followS?:
451 I-CLIENTAA0001,
152 I-CLIENTAA0002,
453 I-CLIENTAA0003
454 I-CLIENTBB0001
455 I-CLIENTBB0002
456 I-CLIENTAA0004
Thanks
Clarisa ▲ Collapse
| | | | Natalie
Poland
Local time: 03:01
Member (2002)
English to Russian
+ ...
Moderator of this forum SITE LOCALIZER | Answer to question 1 | Sep 29, 2011 |
Hi Clarisa,
I know only the answer to question 1:
1) The code for job number is \DTLINKJOBS:CJOB_NAME\
2) The code for PM's email is \CONTACT_NAME\ \CONTACT_EMAIL1\ (providing that the email address is taken from the "email 1" field
What about your question #2, I would be also interested in knowing the answer. At present I change invoice numbers manually in Word, before converting them to PDFs, which is rather unefficient.
I would like to in... See more Hi Clarisa,
I know only the answer to question 1:
1) The code for job number is \DTLINKJOBS:CJOB_NAME\
2) The code for PM's email is \CONTACT_NAME\ \CONTACT_EMAIL1\ (providing that the email address is taken from the "email 1" field
What about your question #2, I would be also interested in knowing the answer. At present I change invoice numbers manually in Word, before converting them to PDFs, which is rather unefficient.
I would like to invite you to this thread: http://www.proz.com/topic/202627 - maybe you would have some more suggestions.
Natalia
[Edited at 2011-09-29 23:41 GMT] ▲ Collapse
| | | | Clarisa Moraña
United States
Local time: 20:01
Member (2002)
English to Spanish
+ ...
TOPIC STARTER
Natalie wrote:
1) The code for job number is \DTLINKJOBS:CJOB_NAME\
2) The code for PM's email is \CONTACT_NAME\ \CONTACT_EMAIL1\ (providing that the email address is taken from the "email 1" field
I've already modified the template! I assume that if you need to use the field "email 2" you should use \CONTACT_NAME\ \CONTACT_EMAIL2\
Where can I find further info regarding field?
Natalie wrote:
At present I change invoice numbers manually in Word, before converting them to PDFs, which is rather unefficient.
I'm doing the same thing.
I will visit it.
| | | | Emma Goldsmith
Spain
Local time: 03:01
Member (2004)
Spanish to English
| invoice codes | Sep 30, 2011 |
Clarisa Moraña wrote:
Is it possible to change that to follow the number of my old invoicing system so the invoices are numbered as followS?:
I've only been using TO3000 for a few months, so when I started, I chose Global Code in the Advanced Settings and I also entered the number I wanted to use from my old invoicing system under "Next Codes". You can also add a prefix and suffix to the number, which can be invariable text or variable YYYY, MM or DD.
HTH.
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Natalie
Poland
Local time: 03:01
Member (2002)
English to Russian
+ ...
Moderator of this forum SITE LOCALIZER
Clarisa Moraña wrote:
Where can I find further info regarding field?
Hi Clarisa, I have found this info somewhere in the help, don;t remember exactly at the moment. I'll add more info later on.
Natalia
| | | | Clarisa Moraña
United States
Local time: 20:01
Member (2002)
English to Spanish
+ ...
TOPIC STARTER
Natalie wrote: Clarisa Moraña wrote:
Where can I find further info regarding field?
Hi Clarisa, I have found this info somewhere in the help, don;t remember exactly at the moment. I'll add more info later on. Natalia
Browsing the Web with the codes you provided me, I found that info here: http://www.to3000.com/Documentation/RTFTemplatesGuide.pdf
Emma wrote:
I chose Global Code in the Advanced Settings and I also entered the number I wanted to use from my old invoicing system under "Next Codes".
You helped me a lot!
Regards
Clarisa
[Edited at 2011-10-01 16:52 GMT]
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