I'm finding the template fields for documents quite stringent. Whilst it is great that WG allows for you to bill a different client than an asset owner, you cannot document full billing contact details on an invoice document template, you can only use name, tel no, fax (who even uses one these days) & position, it would be nice to be able to use the billing client address on an invoice template
I'm finding the template fields for documents quite stringent. Whilst it is great that WG allows for you to bill a different client than an asset owner, you cannot document full billing contact details on an invoice document template, you can only use name, tel no, fax (who even uses one these days) & position, it would be nice to be able to use the billing client address on an invoice template
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2 Comments
Jodie Hennessy posted about 1 month ago
Custom Documentation Merge Field Reference : WorkGuru Support Portal
the document template field library says otherwise.
0 Votes
Tony Harcourt posted about 1 month ago Admin
Hi Jodie,
You definitely can do that. The same address fields for Client are available for the BillingClient on the invoice as well
[BillingClientAddress1]
[BillingClientAddress2]
[BillingClientCity]
[BillingClientSuburb]
[BillingClientState]
and all together
[BillingClientAddressBlock]
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