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  • Invoice Questions

    Hello,

    Using C&P Invoice template options, I can create an almost perfect invoice. I have a few questions to make it even better.

    1) The Invoice Due Date (Final_Date__c) and Invoice Date (invoicedate__c) include the time ("2019-07-10 00:00:00"). Is there a way to get rid of the timestamp? I only want to see the date.
    2) I do not want the invoice box (<@CnP_OrderItems>) to include the columns for Tax Deductible($) and Tax($). How can I hide these?
    3) I do not want to see Total Tax($), Shipping($), Convenience Fee($), Total Discount($) bellow the invoice box (<@CnP_OrderItems>)? How can I delete or hide these?

    Thank you!
    Monika

  • #2
    Good day @GFA Staff

    Sorry, it is NOT possible. Those annotations are set of that information and cannot be removed.

    Regards,
    Click & Pledge Support Department

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    • #3
      Can you pass this request along to the developers working on the next release? It would be great to have more flexibility.

      Comment


      • #4
        I have forwarded it. You may want to post the same in Ideas and Suggestions channel in our forum.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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        • #5
          Hi there - I spoke with Amanda on the Live Support call and she said she'd address the following questions since all of our questions were not answered previously (see above). Also, Amanda has been granted access for a month as of last week (I sent her an email on that).


          1) The Invoice Due Date (Final_Date__c) and Invoice Date (invoicedate__c) include the time ("2019-07-10 00:00:00"). Is there a way to get rid of the timestamp? I only want to see the date.
          - Amanda also confirmed that this cannot be done.

          But what about the other 2 questions? Can these be deleted or at least hidden?

          2) I do not want the invoice box (<@CnP_OrderItems>) to include the columns for Tax Deductible($) and Tax($).
          - How can I hide these?


          3) I do not want to see Total Tax($), Shipping($), Convenience Fee($), Total Discount($) bellow the invoice box (<@CnP_OrderItems>)?
          - How can I delete or hide these?

          Thanks,
          MK

          Comment


          • #6
            Hi @GFA Staff,

            Both 2 and 3:
            In some of our applications,for example Connect Receipts, when you pull in a 'block' of data like order items, the merge field presents as a group of fields. In this case, the order items is a merge field that represents the entire group- so unfortunately you won't be able to remove some of them. I will add it as a feature request.

            ~ Amanda, C&P Live Support

            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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            • #7
              Ok. Thanks so much Amanda! Much appreciated! MK

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