Invoice & Backing Sheet Available Bookmarks

Below is a list of the available bookmarks which can be used to populate your Invoice & Backing sheet templates. 

company - the name of the company
contactname - the contact selected on the invoice
projectcontact - the company contact selected on the project
contactemail - the company contact selected on the project email address
address - the address selected on the invoice creator
addressus - the address selected on the invoice creator but in US format
description - the title of the invoice
notes - the content of the "More info" box on the invoice creator
ponumber - the Purchase Order Number
povalue - the full value of the Purchase Order
projecttitle - the project title
projectcode - the project code
projectstartdate - the start date of the project (see below for formatting options)
codeandtitle - the Project code and title displayed as one
projectmanager - the name of the project manager
wingman - the name of the wingman
sector - the sector of the project
invoiceno - the Invoice Number
date - the date selected when the invoice is created
subtotal -the Subtotal of the invoice
lessinvoiced - the amount already invoiced (% based projects only)
lessinvoicedsymbol - the amount already invoiced with a currency symbol prefix (% based projects only)
subtotalsymbol - the Subtotal of the invoice with a currency symbol prefix
total - the invoice total
totalsymbol - the invoice total with a currency symbol prefix
vat - the VAT amount
vatsymbol - the VAT amount with a currency symbol prefix
vatpercentage - the Percentage of the VAT e.g. 20%
vatno - VAT registration number of the selected company
taxdescription - The name, tax rate and description of the Tax Rate applied as shown in the dropdown menu on the invoice creation page
currencysymbol - the currency symbol for the current invoice
currencyisocode - the currency ISO code for the current invoice
paymentterms - the payment terms (no. of days) for the company
duedate - the date the payment is due by based on the "paymentterms"
accountcode - the account code for the selected company
sageaccountcode - the Sage Account Code from the selected company
sagesuppliercode - the Sage Supplier Code for purchases
constructioncost - the construction cost of the project
feepercentage - the fee % of the project
fee - the fee value of the project
invoicedsofar - the net amount of all invoices (Invoiced or Paid) on the project up to the current invoice
invoicedsofarinccurrent - the net amount of all invoices (Invoiced or Paid) on the project including the current invoice
exchangerateconversion - for example 1 GBP = 1.243232324
exchangeratenet - Net value multiplied by the exchange rate
exchangeratevat - VAT value multiplied by the exchange rate
projectfee - the fee value of the project minus any adjustments; only live stages. Displayed in the currency of the project.
projectadditionals - the value of additionals; only live stages. Displayed in the currency of the project.
totalprojectvalue - the total of the projectfee and projectadditionals. Displayed in the currency of the project.
feeremaining - the value from projectfee minus the value from invoicedsofarinccurrent.
lines - the invoice lines
office - the office that the project belongs to
outstandinginvoices - table of invoices listed which are not yet marked as paid in CMAP
feebreakdown (cost plus is appended if the Cost Plus feature is enabled) inserts a table showing the Stage Name, Fee, % Complete, Total Fee Earned (Fee x % complete), Invoiced to Date, & Current Invoice Amount
timebystage - for Time Charge or Resourced Time and Materials Invoices, this gives you a breakdown of the time spent grouped by stage name showing, role/user name, hours, total per role hours, total value per stage & project total
expensesbystage - giving you a breakdown of expenses spent on the project, grouped by stage name showing, Description (category) supplier, date, amount, total value per stage, project total

stagebreakdowngross (for AEC projects only). Shows the breakdown of the project stages including the value that has been billed against each stage, the fee value, what % has been invoiced to date and the how much is being billed on this invoice.

simplestagebreakdowngross (for AEC projects only). Shows a simple breakdown of the project stages including what has been previously invoiced as well as what has been invoiced this month.

stagebreakdowngross2 (for AEC projects only). Shows a simple breakdown of the project stages with the invoiced this invoice value rather than invoiced this month

stagebreakdowngross3 (for AEC projects only). Shows a simple breakdown of the project stages with the invoiced this month value, but only showing stages which are being invoiced this month

stagebreakdowngross4 (for AEC projects only). Shows a simple breakdown of the project stages with the invoiced this invoice value and only showing stages which are being invoiced this invoice

For different formatting options on the Projectstartdate bookmark, enter the following immediately after the bookmark name: (e.g. projectstartdate_monthyear) 

_short = dd/MM/yyyy (e.g. 14/01/2019)

_sql = yyyy-MM-dd (e.g. 2019-01-14) 

_monthyear = MMM yyyy (e.g. Jan 2019)

_long = MMMM d yyyy (e.g. January 1 2019)

_fullmonthyear = MMMM yyyy (e.g. January 2019) 

_hyphenated = dd-MM-yyyy (e.g. 14-01-2019)

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