You can tailor the information shown in your invoice layouts by using data elements such as static data, dynamic data and tables.
The following tables describe the data elements that are currently available for invoice layouts.
For instructions on how to customize a standard layout, please refer to Custom Layouts
When adding new data elements to a layout, it is good practice to preview the layout to ensure the correct information is displayed.
Static Data
Click here for static data, which is information stored within AroFlo
Element Group |
Description |
|---|---|
| Invoiced Organisation Details | Data relating to your Client's details. This information can be modified by editing the Client card. |
| Invoice Details | Data relating to the Invoice worksheet. This information can be modified by editing the invoice worksheet. |
| Organization Details | Data relating to your Company and the Primary Contact. |
| Task Details | Data relating to Task. It is not possible to modify details on a Task sheet while there is a final invoice. |
| Contact Details | Data relating to the contact details for your Company. |
| Location Details | Data relating to the Location linked to the Task. This information can be modified by editing the Location card. |
| Project Details | Data relating to the Project. This information can be modified by editing the Project. |
| Asset Details | Data relating to the Primary Asset linked to the Task. |
Dynamic Data
Click here for dynamic data, which is calculated data relating to the worksheet.
Elements |
Description |
|---|---|
| [Labour Total] [Labour Total Inc] |
Labor item totals excluding and including GST. |
| [Hours Total] | Total Labour Hours invoiced. |
| [Material Total] [Material Total (inc)] |
Material item totals excluding GST and including GST. |
| [Material Cost Total] | Material item total based on cost value. |
| [Material Total ex SOR] [Material Total ex SOR (inc)] |
Material item total excluding any SOR items, excluding and including GST. |
| [Other Total] [Other Total (inc)] |
Expense item totals excluding and including GST. |
| [Sub Total] [Sub Total (inc)] |
Sub totals excluding and including GST. |
| [Sub Total Variations] [Sub Total (ex Variations)] |
Sub totals including and excluding project variations. |
| [Total] [Total (inc)] |
Total of all items excluding and including GST. |
| [GST Total] | Calculated total of GST. |
| [GST Total Variations] [GST Total (ex Variations)] |
Calculated total of GST, including and excluding project variations. |
| [Discount Total] [Discount Avg % Total] |
Calculated total of discounts applied to the invoice. Calculated average discount percentage of overall total. |
| [SOR Total] [SOR Total (inc)] |
Calculated total of SOR items on the invoice, excluding and including GST. |
| [Credits Applied] | The total value of credit notes applied. Inc Tax. |
| [Payments Applied] | The total value of payments made. |
| [Balance Due] | The total value of the invoice minus any payments made. |
| [Project To Date Claimed Value] | The total value of all invoices linked to this project. This value does not include the current invoice. |
| [Retention Claims To Date Gross Value] |
Gross Value To Date of Project Invoices containing retentions. Note: Value will be zero where there are no retentions. The value does not include the current invoice |
| [Retention Claims To Date Net Value] |
Net Value To Date of Project Invoices containing retentions. Note: Value will be zero where there are no retentions. The value does not include the current invoice |
| [Retention Withheld] | The Retention value withheld from the current invoice |
| [Retention Withheld to Date] | The total value of withheld retentions up to the current date. This value does not include the current invoice |
| [Retention Remaining] | The full retention value minus the total of retentions withheld. This includes the value on the current invoice |
| [Retention Remaining to Date] | Max retention value minus retention withheld to the current date. |
Tables
Click here for tables, which are used to display information in a table format.
Table |
Description |
|---|---|
| Invoice Line Items | Displays invoice line items in the same order as shown on the Invoice worksheet screen. |
| Invoice Line Items By Tracking Centre | Displays invoice line items under a separate heading for Tracking Centres that have been assigned to items. |
| Invoice Lines with Task Items (child indent) | Displays all three types of line items (Labour, Material, and Expense) from the Invoice worksheet, together with linked task items using sub tables. |
| Labour | Displays labor line items from the Invoice worksheet. |
| Material | Displays material line items from the Invoice worksheet. |
| Material (ex SOR Items) | Displays material line items excluding SOR items from the Invoice worksheet. |
| SOR Items | Displays SOR items from the Invoice worksheet. |
| Material (takeoff) | Displays takeoffs and material line items from a detailed quote. This should only be used when invoicing directly from a detailed quote. |
| Other | Displays expense line items from the Invoice worksheet. |
| Notes | Displays task notes. Task note filter must be set 'Show Client' or 'Show All'. |
| Project Simple | Displays all invoice items for a collated project invoice. |
| Project Simple (ex Variations) | Displays invoice items for a collated project invoice, excluding variation items. |
| Project Simple Variations | Displays variation invoice items for a collated project invoice. |
| Project Detailed | Displays all invoice items for a collated project invoice, grouped by task. |
| Project Detailed (inc. Description) | Displays the invoice description and all invoice items for a collated project invoice, grouped by task. |
| Project Detailed (inc. Task Description) | Displays the task description and all invoice items for a collated project invoice, grouped by task. |
| Project Totals | Displays a list of invoices claimed to date against the project. |
| Project Totals (Stage) | Displays a list of invoices claimed to date against the project, grouped by stage. |
| Project Totals (Tracking Centre) | Displays a list of invoices claimed to date against the project, grouped by tracking centre. |
| Project Invoice History | Displays a list of previous invoices for the project including retentions, payments received and balance due. |
| Checklist / Manual Checklists / Quote Checklist / Task Checklists |
Displays checklists automatically or manually added to a quote and/or task. |
| Labour (by signature) | Displays labor line items with signatures from the Invoice worksheet. |
| Labour (by date and user) | Displays labor line items from the Invoice worksheet sorted by Date and User. |
| Assets Table | Displays asset information for any assets linked to the invoiced Task. |
| Payments Table | Displays payment information recorded against the invoice. |
| Task Invoice History | Displays a list of previous invoices for the task including payments received and balance due. |
| Task Documents (Images) | Displays images that have been uploaded to a Task. Document filter must be set 'Show Client' or 'Show All'. |
| Invoice Documents (Images) | Displays images uploaded to an Invoice. Document filter must be set 'Show Client' or 'Show All'. |
| Client Documents (Images) | Displays images uploaded to a Client card. Document filter must be set 'Show Client' or 'Show All'. |
| Task Client Documents (Images) | Displays images uploaded to the Client card linked to the Task. Document filter must be set 'Show Client' or 'Show All'. |
| Location Documents (Images) | Displays images uploaded to the Client Location card. Document filter must be set 'Show Client' or 'Show All'. |
| Project Documents (Images) | Displays images uploaded to a Project. Document filter must be set 'Show Client' or 'Show All'. |
| Tax Component Breakdown | Displays the components that make up a tax code. |
To embed an image into a layout, you will need to ensure the document filter on the uploaded image is set to Show Client or Show All. All other filter settings will prevent the system from embedding the images into the layout when it is printed to PDF.