Invoice Parameters

Diataxis:

Donations Tab

Parts of the Donations Tab

	If available, uses the default search criteria for this report.
	If this report has previously been run, this button will add the previous criteria.
	Opens a list of saved criteria for this report.
	Saves the current criteria to be used later.
	Saves the current criteria to be used later and opens a dialog to name this criteria.
Donation Total Options
Show Donation Total Line	When checked, an additional line for donation totals will be added to the invoice.
	Returns to the previous tab.
	Moves to the next tab.
	Cancels that adding of criteria and returns the user to the Report window.
	Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Diataxis:

Header Tab

Parts of the Header Tab

	If available, uses the default search criteria for this report.
	If this report has previously been run, this button will add the previous criteria.
	Opens a list of saved criteria for this report.
	Saves the current criteria to be used later.
	Saves the current criteria to be used later and opens a dialog to name this criteria.
Address Label
Strict Address Compliance	Standardized address information enhances the processing and delivery of mail.
Regular Name	When checked, the regular name of the patron is used on the label.
Formal Name	When checked, the formal name of the patron is used on the label.
Company Name	When checked, the company name of the patron is included on the address label.
Title	When checked, the title of the patron is included on the address label.
Address Label Comment	When checked, the text entry box becomes active, allowing for an additional comment to be added to the address label.
Invoice Title & Style
Invoice	When selected, the invoice style will be used for generating the report.
Statement	When selected, the statement style will be used for generating the report.
Payment Reminder	When selected, the payment reminder style will be used for generating the report.
Confirmation	When selected, the confirmation style will be used for generating the report.
Contract	When selected, the contract style will be used for generating the report.
	Returns to the previous tab.
	Moves to the next tab.
	Cancels that adding of criteria and returns the user to the Report window.
	Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Diataxis:

Fee & Taxes Tab

Parts of the Fees & Taxes Tab

	If available, uses the default search criteria for this report.
	If this report has previously been run, this button will add the previous criteria.
	Opens a list of saved criteria for this report.
	Saves the current criteria to be used later.
	Saves the current criteria to be used later and opens a dialog to name this criteria.
Fee Options
Show Fee Detail Line	When checked, the fees for the invoice will be listed in detail.
Show Fee Total Line	When checked, the fees for the invoice will be summarized into a single line.
Tax Options
Include in Line Item	When checked, taxes for tickets, fees, passes, etc will appear with each line in the detail on the invoice ... or consider it showing each price with 'tax included'. Using this may mean you do not want to have some of the other tax options checked.
Show Tax Detail Line	When checked, the taxes for the invoice will be listed in detail.
Show Tax Total Line	When checked, the taxes for the invoice will be summarized into a single line.
	Returns to the previous tab.
	Moves to the next tab.
	Cancels that adding of criteria and returns the user to the Report window.
	Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Diataxis:

Footer Tab

Parts of the Footer Tab

	If available, uses the default search criteria for this report.
	If this report has previously been run, this button will add the previous criteria.
	Opens a list of saved criteria for this report.
	Saves the current criteria to be used later.
	Saves the current criteria to be used later and opens a dialog to name this criteria.
Tear Off Section	Adjusts spacing so the footer can be torn off the invoice.
Performance Start Warning Time	Prints a time on the invoice to alert the patron to arrive at prior to the performance. When set to 0, this field will not print.
Additional Comments	The drop down menu is used to select any additional comments that should be included on the invoice. Comments can be added and altered under the Setup >> System Tables >> Invoice Comments menu. Click here for more information about Invoice Comments.
	Returns to the previous tab.
	Moves to the next tab.
	Cancels that adding of criteria and returns the user to the Report window.
	Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Diataxis:

Pass/G.C. (or Membership) Tab

Parts of the Membership Tab

	If available, uses the default search criteria for this report.
	If this report has previously been run, this button will add theprevious criteria.
	Opens a list of saved criteria for this report.
	Saves the current criteria to be used later.
	Saves the current criteria to be used later and opens a dialog toname this criteria.
Membership Total Options
Show Pass/G.C. (Membership) Total Line Show Pass/G.C. (Membership) Notes	When checked, an additional line for membership totals will be added to the invoice.
	Returns to the previous tab.
	Moves to the next tab.
	Cancels that adding of criteria and returns the user to the Report window.
	Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Diataxis:

Payments Tab

Parts of the Payments Tab

	If available, uses the default search criteria for this report.
	If this report has previously been run, this button will add the previous criteria.
	Opens a list of saved criteria for this report.
	Saves the current criteria to be used later.
	Saves the current criteria to be used later and opens a dialog to name this criteria.
Payment Detail and Summary Options
No Payment Detail	When selected no payment information will be printed on the invoice.
One Payment Per Line	When selected all payments will be printed on the invoice with one membership per line.
Summarize Payments on	When selected the payments will be summarized based on the selected parameter below.
Payment Method	When selected the payments will be summarized based on the payment methods field.
Payment Total Options
Show Payment Total Line	When checked, an additional line for payment totals will be added to the invoice.
	Returns to the previous tab.
	Moves to the next tab.
	Cancels that adding of criteria and returns the user to the Report window.
	Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Diataxis:

Projects Tab

Parts of the Projects Tab

	If available, uses the default search criteria for this report.
	If this report has previously been run, this button will add the previous criteria.
	Opens a list of saved criteria for this report.
	Saves the current criteria to be used later.
	Saves the current criteria to be used later and opens a dialog to name this criteria.
	Returns to the previous tab.
	Moves to the next tab.
	Cancels that adding of criteria and returns the user to the Report window.
	Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Project Detail Options
No Project Shown	When selected no project information will be printed on the invoice.
Project Total Only	When selected only the project toals will be printed on the invoice.
Always Include Task Group Details	When selected the task group details will be included.
Also Include Task Details	When selected the task details will be included.

Project Total Options
Include Total Line	When checked, a subtotal line will be added to the invoice.

Reporting Options
Use Gantt order	When enabled, the invoice will print in the same order as the tasks on the Gantt Chart that is part of the project heirarchy
By Date Only	When enabled, the invoice will print by dates.
Show Comments	When checked, the comments will be printed.quote>

Diataxis:

Tickets Tab

Parts of the Tickets Tab

	If available, uses the default search criteria for this report.
	If this report has previously been run, this button will add the previous criteria.
	Opens a list of saved criteria for this report.
	Saves the current criteria to be used later.
	Saves the current criteria to be used later and opens a dialog to name this criteria.
Ticket Detail and Summary Options
No Ticket Detail	When selected no ticket information will be printed on the invoice.
One Ticket Per Line	When selected all tickets will be printed on the invoice with one ticket per line.
Summarize Tickets on	When selected the tickets will be summarized based on the selected parameter below.
Play Code	When selected the tickets will be summarized by the play code.
Performance Series Code	When selected the tickets will be summarized by the performance series code.
Promotion Title (Internal)	When selected the tickets will be summarized by the internal promotion title.
Promotion Description (External)	When selected the tickets will be summarized by the external promotion description.
Ticket Total Options
Show Ticket Total Line	When checked, an additional line for ticket totals will be added to the invoice.
Ticket Date Options
Ticket Date Options	When checked, an additional line for the Performance Date will be added to the invoice.
	Returns to the previous tab.
	Moves to the next tab.
	Cancels that adding of criteria and returns the user to the Report window.
	Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Diataxis: