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Add a date variable to the invoice description

You can enter an invoice description for a project, engagement, or activity that will be used as the default text on an invoice. Sometimes you may want to include a date in the invoice description, such as a tax year or accounting month that varies each time the work is billed but you don't want to have to edit the date each time it is used. You can use a date variable that is relative to the system date or current period and automatically changes when used in an invoice.
note
Former users of Creative Solutions Practice: Practice Solution didn’t provide invoice descriptions for projects (ticklers) or activities (work codes). It did, however, give invoice descriptions for engagements. The invoice description for an engagement in Practice Solution was called Billing Text and was entered in the form of Standard text. Practice CS doesn't let you specify the invoice description using standard text, so if you've converted from Creative Solutions Practice the Standard text used to specify the engagement Billing Text doesn’t transfer over. The Engagement Description is used for the Engagement Invoice Description. If you want the invoice description to be the same as it was in Practice Solution you will need to enter it manually.
  1. Enter the text to display on an invoice in the
    Invoice Description
     field.
  2. Place your cursor where the date variable should go.
  3. Select date button
  4. Select a variable date and a format then select
    OK
    .
    Practice CS inserts a formula that represents the date variable and format chosen.
  5. The date will be evaluated at the time the invoice description is printed on an invoice.

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Billing