iMagicSoft Support

[imagicsupport]

iMagic Inventory allows you to create invoices with your own layout in Microsoft Word, these are called custom invoices. In each invoice you can add "Tags", these are replaced by iMagic Inventory with the appropriate information.

Example:
A tag might be <invoicedate> which is replaced with the date of the invoice.

There is an example custom invoice in the installation folder called InvoiceTemplate.doc.

The tags currently available are:

(for the customer)
<businessname>
<firstname> <lastname>
<address1>
<address2>
<city> <state>
<zipcode>
<country>
<phone>
<email>
<fax>
<cell>
<shiptobusinessname>
<shiptofirstname> <shiptolastname>
<shiptoaddress1>
<shiptoaddress2>
<shiptocity> <shiptostate>
<shiptozipcode>
<shiptocountry>

(for the invoice)
<invoicedate>
<invoiceno>
<taxname2>
<subtotal>
<taxtotal>
<tax2>
<shippingtotal>
<grandtotal>
<paid>
<owing>
<paymentmethod>
<notes>
<discount>
<totalitems>
<ponumber>

The section that lists the items is a special case since it contains multiple tags for each item (ie name, price, quantity), as such you need to start it with the tag:
<itemlist>

and end it with the tag:
</itemlist>

Between those two you can use the following tags:
<quantity> - quantity ordered.
<itemno> - item number.
<name> - item name.
<ourprice> - sale price from selected Price List.
<tax> - tax name used for this item.
<totalprice> - quantity x ourprice + tax .
<totalpretax> - quantity x ourprice.
<uniquecode_list> - Any Unique Tracking Codes from Item Tracking.
<location> - of the item.
<warehouse> - warehouse the location is in.
<vendor_businessname> - default vendor for item.
<discount> - total discount for item.
*item custom fields* You can also add in any Custom Item Fields you might have added by putting the name of the custom field inside <>. So if the custom field is called "Rating" then the tag would be <Rating>.

So an example of this section would be:
<itemlist>
<quantity> <itemno> <name> <ourprice> <tax> <totalprice>
</itemlist>

I've included an example invoice template at:
http://imagic.fileburst.com/users/InvoiceTemplate.doc

Regards, Jon

[JPSM]

My custom invoice is not showing the items properly. I have added 2 items to this invoice and it is only show one line with the 2nd item description name showing in quantity of first line etc,
The tags look correct to me Is there anyway I can send you my custom invoice for you to check? I moved some items and deleted some items (reference number etc) but I have gone back to your template and cannot see why mine is not working correctly. I need to get this resolved. thx

[imagicsupport]

Yes you can email your template to me at CustomerCare@iMagicSoftware.biz

Regards, Jon

[marieg]

I want to include the customer notes in my custom invoice - would it be possible to have this included in the tags available? or is there a way to auto populate the customer notes into the invoice notes? Many thanks.

[imagicsupport]

I'll get that tag added in for you.

Regards, Jon
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iMagic Soft Support