This forum post will be to determine the best solution for offering different ways to display invoice items on the invoice.

Thanks for putting this together, Brian.

As I said in the other thread, my concern is that the system currently groups adjustments with payments, which is confusing to all parties (especially our members, but us, too). It's particularly confusing when adjustments are for positive amounts (i.e., when they increase the amount owed) but are lumped in with payments.

My recommendation is to give adjustments their own section: Invoice Line Items, then Adjustments, then Payments. Whether or not the adjustments are positive or negative, this will make matters much easier for clients and association staff to read.

Are we thinking of more options in regard to the macros so you can build it based on your organization's requirements?

@@Only_Purchased_Invoice_Item@@ - Products, Memberships, or Donation Funds only. Does NOT include adjustments, credits, refunds, or discounts.

@@Purchased_Invoice_Item_and_Discounts@@ - Products, Memberships, or Donation Funds and any discount applied at checkout or manually by a Site Admin. These only include: Discount (Store Promo Code), Discount (Shipping Promo Code), Discount (Membership Promo Code).

@@Adjustments_Only@@ - Only includes Adjustments added to an invoice by a Site Administrator

@@Payments_and_Refunds_Only@@ - Only includes Payments and Refunds.

@@Adjustments_Only@@ - Only includes Adjustments added to an invoice by a Site Administrator

@@Credits_Discounts_Adjustments@@ - Includes all Credits, Discounts, and Adjustments regardless if they were added to the invoice automatically by the system or manually added by a Site Administrator.

Where you have already given us the ability to select the line-item that an adjustment applies to, could you take that one step further and show the adjustment directly below that line-item? Perhaps indented so that it is clearly related?  To me this seems more about the *order* of things (re-numbering line-items?) and not moving them into their own sections.  In fact, it could be all in one big section with the payment at the bottom, after a double-space to give it visibility.   Most invoices have simple formats, under the lipstick. Going out-of-the-box here, might it be possible to let us build custom invoice templates the way we build custom *forms* with the list of available fields?  You'd need a line-item object that would repeat but that seems like the most complex aspect to me.

I second Paul's comments. An invoice "builder" would help us customize the content of our invoices without spending a burdensome amount of time formatting that content.

I agree, it would be great to build our own invoice. We struggle to get certain invoices, especially around tax time formatted without a cumbersome amount of effort.