Difference between revisions of "Setting/automailaddinvoiceitem"

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(Created page with "Add an invoice item to a booking Add New - adds the invoice item regardless of whether it exists or not. Update or Add New - updates the invoice item if it exists, otherwise...")
 
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Invoice items are matched on the description, status and invoicee all being identical.
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Invoice items are matched on the description and optionally status if specified.
  
Quantity, price and vat values are updated on all matched invoice items.
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If the invoicee is not set to "ignore" it must also match.
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For type = "Amount", "Percent of Charges" and "Percent of Price" the quantity, price and vat values are updated on all matched invoice items.
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For the type = "Change Invoicee", only the invoicee is updated on matched items, the quantity, price and vat are unchanged.

Revision as of 16:57, 23 July 2021

Add an invoice item to a booking

Add New - adds the invoice item regardless of whether it exists or not.

Update or Add New - updates the invoice item if it exists, otherwise adds it as new.

Update only - updates the invoice item if it exists but will not add as new.


Invoice items are matched on the description and optionally status if specified.

If the invoicee is not set to "ignore" it must also match.

For type = "Amount", "Percent of Charges" and "Percent of Price" the quantity, price and vat values are updated on all matched invoice items.

For the type = "Change Invoicee", only the invoicee is updated on matched items, the quantity, price and vat are unchanged.