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Announcing invoice tool updates: data export, online payment, PDF invoices, templates, more
Thread poster: Jason Grimes
Jason Grimes
Jason Grimes
Local time: 18:43
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Three taxes per invoice item? Jan 30, 2009

Gianluca Marras wrote:
I think it is a great tool, bu in my invoices, I add 4%, the I add 20%, and then I need to subtract 20%, I can I manage this + and - thing?


Hi Luca,

Do you need to apply all three taxes on a single invoice item, or do different taxes apply to different items? What are the names of these taxes?

It is possible to both add and subtract taxes (specify the 20% tax to be subtracted as "-20"). But currently it is only possible to apply up to two taxes to a single invoice item. If you need support for three, that change could be made.

Thanks,

Jason


 
Jason Grimes
Jason Grimes
Local time: 18:43
SITE STAFF
TOPIC STARTER
Invoice data is private and protected Jan 30, 2009

M. Ali Bayraktar wrote:
Who has access to this feature on the users' profiles?
Or more specific question: Do moderators or other privileged users of this site have right to see my invoices?


No, moderators do not have access to view other users' invoice data. Please see this FAQ for details about precisely when and to whom invoice data is accessible.

More information about the privacy and security of invoice data is available on the invoice security page.

Best regards,

Jason


 
Khaled Al-Shehari
Khaled Al-Shehari  Identity Verified
Qatar
Local time: 01:43
Member
English to Arabic
+ ...
signatue Jan 30, 2009

Really great job! Can we have a signature to appear at the end of the message sent with the invoice like the one we have in yahoo or hotmail? It will also be great to have a slot for discounts before the title. Sometimes I have to give my client a discoutn percentage.
Regards,
Khaled


 
Sandrine Zérouali
Sandrine Zérouali  Identity Verified
Algeria
Local time: 23:43
Member (2008)
Spanish to French
+ ...
Ok Jason Jan 30, 2009

Thank you very much Jason. if you could delete in the box "name of the company" like that it appears my surname and name. By the way, is it possible to add below the name "freelancer" or "independant translator"?

By the ways, this tools is very useful for us.


 
Jason Grimes
Jason Grimes
Local time: 18:43
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TOPIC STARTER
Creating an invoice template with your email address Jan 30, 2009

Lüder Meyer wrote:
Thanks for fixing the "Volume" field, Jason. Now that I have been able to issue some invoices I was wondering if it is possible to show my e-mail address on the invoice under my postal address and phone number.


Hi Lüder,

You could make a new invoice template that contains your email address. To do so, follow these steps:


  1. Go to Settings->Invoice templates, and click "Create a new custom template"
  2. Enter a name for your template such as "My template"
  3. Copy the placeholder variable for "Your email address" (%pm_contact_email%) into the invoice template where you would like it to appear. (To determine the placeholder variable, select "Your email address" from the drop down list. The variable name will appear in the field next to it.).
  4. Click "Preview as HTML" and "Preview as PDF" at the bottom of the form, to ensure your new invoice template looks the way you want.
  5. When you are satisfied with how it appears, save the template.

    You can specify the template to use for an invoice in the "edit invoice" form. You can cause your new template to be used by default for all new invoices by clicking "Save as default" on the template settings page.

    I hope this helps.

    Best regards,

    Jason

     
Jason Grimes
Jason Grimes
Local time: 18:43
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TOPIC STARTER
Will add discounts and signature to todo list Jan 30, 2009

Khaled Al-Shehari wrote:
Really great job! Can we have a signature to appear at the end of the message sent with the invoice like the one we have in yahoo or hotmail? It will also be great to have a slot for discounts before the title. Sometimes I have to give my client a discoutn percentage.


Hi Khaled,

Thanks for both of these great suggestions. I have added them to the developer task list.

Thanks,

Jason


 
Jason Grimes
Jason Grimes
Local time: 18:43
SITE STAFF
TOPIC STARTER
Removed your company name, Sandrine Jan 30, 2009

Sandrine Zérouali wrote:
Thank you very much Jason. if you could delete in the box "name of the company" like that it appears my surname and name. By the way, is it possible to add below the name "freelancer" or "independant translator"?

By the ways, this tools is very useful for us.


Hi Sandrine,

I have removed your company name from your profile. Your full name will now appear in place of your company name.

You can modify your invoice template so it appears however you like. To add "freelancer" or "independent translator" beneath your name in your invoices, please refer to this earlier post which describes how to create a custom invoice template.

I'm glad this tool is useful for you!

Best regards,

Jason


 
Valérie Catanzaro
Valérie Catanzaro  Identity Verified
France
Local time: 00:43
English to French
+ ...
merci ! Jan 30, 2009

Thank you for the tool, I will use it !

 
Tiến Anh Lê
Tiến Anh Lê  Identity Verified
Vietnam
Local time: 05:43
Member (2007)
English to Vietnamese
+ ...
PO number Jan 30, 2009

I also need a PO number in my invoice.
Thanks


 
casey
casey  Identity Verified
United States
Local time: 18:43
Member
Japanese to English
Select decimals Jan 31, 2009

Some currencies, at least the yen, do not have decimals. It would be nice if there was an option to tell it to not show any decimals for the total. Sometimes I might charge 7.5 yen per character, but the total has to be even. For example, if it was 101 characters the total would have to be 758 yen, not 757.5 yen.

 
Lüder Meyer
Lüder Meyer  Identity Verified
Switzerland
Local time: 00:43
Spanish to German
+ ...
Thank you! Jan 31, 2009

Thank you very much, Jason!

It works perfectly now!


 
Valérie Catanzaro
Valérie Catanzaro  Identity Verified
France
Local time: 00:43
English to French
+ ...
Logo/ Picture? Jan 31, 2009

I made an invoice yesterday for an agency. It worked perfectly.

The only thing I regret is that I wasn't able to put my logo... How are we supposed to do that?

A lot of thanks again!


 
Anthony Green
Anthony Green  Identity Verified
Italy
Local time: 00:43
Italian to English
+ ...
Italian taxes Jan 31, 2009

In Italy all freelancers have to issue invoices to other Italian firms with

Net total
+ 4% social security (known as INPS)
+ 20% value added tax (known as IVA)
-20% advance on income tax (to be paid by the client, and known as "ritenuta d'acconto")


So a 1000 euro net invoice adds 40 euros of social security, and then the IVA and ritenuta cancel each other out. I could post a PDF if required (but how?)

HTH

Anthony

Jason Grimes wrote:

Gianluca Marras wrote:
I think it is a great tool, bu in my invoices, I add 4%, the I add 20%, and then I need to subtract 20%, I can I manage this + and - thing?


Hi Luca,

Do you need to apply all three taxes on a single invoice item, or do different taxes apply to different items? What are the names of these taxes?

It is possible to both add and subtract taxes (specify the 20% tax to be subtracted as "-20"). But currently it is only possible to apply up to two taxes to a single invoice item. If you need support for three, that change could be made.

Thanks,

Jason


 
Tiến Anh Lê
Tiến Anh Lê  Identity Verified
Vietnam
Local time: 05:43
Member (2007)
English to Vietnamese
+ ...
New client Feb 1, 2009

I think we need to connect the "new client" in the invoice creation process with the ProZ's Blueboard searching so that we can use the ProZ database of outsourcers for our invoices.

[Edited at 2009-02-01 10:46 GMT]


 
Jason Grimes
Jason Grimes
Local time: 18:43
SITE STAFF
TOPIC STARTER
Can PO number be included in "notes" or "description" fields? Feb 2, 2009

smiles wrote:
I also need a PO number in my invoice.


Is it sufficient to include the PO# in the description field for each item, or in the invoice notes field? (This makes it easy to enter as many PO numbers as might be needed in a single invoice.)

Best regards,

Jason


 
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Announcing invoice tool updates: data export, online payment, PDF invoices, templates, more






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