I have made a slight update the files in the zip folder based on feedback from a customer. The Relevant condition has been changed so that it works for a couple who don’t have children. So, truly replacing the Joint Invoice. The new condition is
((aggregate(File.Dependants, "BillingWorksheet.Totals.Total") > 0) or (CurrentClient.BillingWorksheet.Totals.Total + CurrentSpouse.BillingWorksheet.Totals.Total > 0)) and CurrentClient = File.Principal
We are trying to decide whether to replace the built-in Joint Invoice for next season with this Family Invoice… The only draw-back is that a couple with dependants who want you to invoice those dependants separately would then not have an invoice that should just the couple. What you do you all think? Do you have many clients for whom you invoice the couple on their own and the dependants separately?