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Relevance coding for Invoices - single vs joint vs family

We like to use only one invoice for our family groups of clients, and have been manually picking which invoice to print from the three “client”, “joint”, or “family”. But I finally realized I could use the “Relevant” coding on the templates to determine which invoice to print:

To have ONLY the “CInvoice” (for single people) show up in the file and print settings: on the CInvoice template put in the “Relevant” box this code:

not(coupled(CurrentClient)) and (count(File.Dependants) = 0)

To have ONLY the “JInvoice” (for coupled people) show up in the file print settings: on the JInvoice template put in the “Relevant” box this code:

coupled(CurrentClient) and (count(File.Dependants) = 0)

To have ONLY the “FInvoice” (for people with dependants) show up in the file print settings: on the FInvoice template put in the “Relevant” box this code:

CurrentClient = File.Principal and (count(File.Dependants) > 0)

If you haven’t customized these templates before you will have to customize them to add these codes.

1 Like

Thanks Jeanette

Regards

Jim