Invoice - Show Management (v2) provides a flexible alternative to the standard Show Management Invoice. Its configurable parameters allow the report to be presented as an invoice, agenda, estimate, quote, or change order, with options to control pricing, payment details, and other information.
Description
This report provides an alternate format to the Invoice - Show Management report, with additional flexibility in how information is presented.
Use the available parameters to customize the report title, included details, discounts, payment amounts, dates, and item grouping.
Report Parameters
The report parameters determine which information appears on the document and how it is displayed. For example, you can generate an invoice, estimate, quote, agenda, or change order using the Title parameter.
Payment Terms
The payment terms displayed at the bottom of the invoice can be customized under Store Configuration. See Messages for instructions on editing this content.
Invoice Address
The address displayed on the invoice is defined in the Store Detail area. See Store Details for information on changing the address.
Report Examples
The following examples illustrate different report formats available through the configurable parameters.
Available Parameters
Use the following parameters to select orders and customize the content and presentation of the report.
| Field Name | Available Values | Default | Explanation |
|---|---|---|---|
| Event | Any event in the system | None | |
| Status(es) | Payment Pending Confirmed Cancelled Closed |
Payment Pending Confirmed Closed |
|
| Order # | Any order number | None | |
| Order Start Date | Any date | Beginning of Time | |
| Order End Date | Any date | Today | |
| Customer | Any organization defined as Show Organizer | None | |
| Title | Invoice Agenda With Pricing Agenda Without Pricing Estimate (with signature line) Quote Change Order (with signature line) |
Invoice | Controls the title displayed in the upper-right corner of the report. Selecting Estimate or Change Order automatically adds a signature line. |
| Print Options | No Details Instructions Deposits Labor and Shipment Details Payments Order History Order Totals - Detailed Order Totals - One Line Order Date |
||
| Discounts Based On | N/A Price Tier Exhibitor |
Price Tier | Controls how discounts displayed on the report are calculated. |
| Sort By | Booth Location/Pavilion/Booth Booth - Alphanumeric |
Booth (attempts to properly sort dashes, slashes, and commas in booth numbers) | |
| Invoice Date | Any date | Today's date | Select a different date to display in the upper-right corner of the report. |
| Percentage Due | Enter a percentage due to calculate and display an amount due on the report. A corresponding due date can also be specified. | ||
| Due Date of Percentage | |||
| Addt'l Percentage Due | Calculates a second amount due to display on the printed report. | ||
| Revised Date 1 | |||
| Revised Date 2 | |||
| Terms | |||
| Remaining Open Balance Due By | |||
| History Start | Any date | Today's date | Applies only when Order History is selected in Print Options. |
| History End | Any date | Today's date | Applies only when Order History is selected in Print Options. |
| Group Items By | None Department Revenue Type |
None |
Parameter Example
The following example shows parameter values used to configure the report.
Tip: Use the Title parameter to generate different document formats without switching reports. Selecting Estimate or Change Order automatically includes a signature line.
Sample Reports
Open the Invoice - Show Management (v2) PDF to see an example of the standard invoice format.
Open the Invoice - Show Management (v2) Change Order PDF to see an example that includes a signature line.