Modifing a template in TO3000: 2 questions
Thread poster: Clarisa Moraña

Clarisa Moraña  Identity Verified
Argentina
Local time: 08:13
Member (2002)
English to Spanish
+ ...
Sep 29, 2011

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.

-------------------------
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


 

Natalie  Identity Verified
Poland
Local time: 12:13
Member (2002)
English to Russian
+ ...

Moderator of this forum
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 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]


 

Clarisa Moraña  Identity Verified
Argentina
Local time: 08:13
Member (2002)
English to Spanish
+ ...
TOPIC STARTER
Done! Sep 30, 2011

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.

Natalie wrote:

I would like to invite you to this thread: http://www.proz.com/topic/202627 - maybe you would have some more suggestions.

Natalia



I will visit it.


 

Emma Goldsmith  Identity Verified
Spain
Local time: 12:13
Member (2010)
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.


 

Natalie  Identity Verified
Poland
Local time: 12:13
Member (2002)
English to Russian
+ ...

Moderator of this forum
--- Sep 30, 2011

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  Identity Verified
Argentina
Local time: 08:13
Member (2002)
English to Spanish
+ ...
TOPIC STARTER
Thanks! Oct 1, 2011

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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