Invoicetable filter by status

[bsb_katja]

Hi,

I'm currently setting up our system for apartments rented out on behalf of the owners, our company is kind of an agent taking care for all the local organizational matters for the apartments. The owners receive the payment in advance directly from the guests but as we take care for the cleaning we receive the cleaning fee cash from the guests on arrival. That's for the background.

By law guests have to receive full Information on costs in the booking process, so I added the cleaning fee as upsell items linked to the rates. This works pretty good. When it comes to the final booking confirmation which has to be issued on behalf of the apartment owners I don't want to show the cleaning fee as an expense but want to create an extra receipt for this on our behalf as the agent. The reason for this are tax matters because owners might have to pay the VAT for the cleaning fee if it's posted in the confirmation.

Is there a way to filter the invoice-templates by status like [INVOICETABLE:!cleaning], showing all expenses except those with the status "cleaning"? The other way round would be good as well!

Thanks in advance for your support!

[markkinchin]

You can get the balance of all items with a matching status using the template variables like this:

[INVOICEPARTCHARGES:status1,status2,!status4:10%] - Calculate the balance of all invoice charges with matching status and apply optional multiplier or offset. The status items can be a comma separated list. To exclude status items prefix them with an exclamation mark, for example !status1. The offset optional and can be specified after a second colon (:) and it can be a percentage by ending the number with the percent (%) symbol or a numeric value offset.

[bsb_katja]

Thanks for the quick reply. I'm already using this option but would like to have the formated charges list filtered by status, e.g.

Roomcharge 01.02.18 - 05.02.18 400.00
City tax adult 2x 5 nights x 3.50
City tax child 1 x 5 x 0.80
Cleaning fee 1 x 80.00 (filter out by status "cleaning")
High chair 0.00
Babybed 0.00

TOTAL: 439.00 (w/o cleaning fee)

The table should be shown but without the cleaning fee (status "cleaning"). Any idea?

[annettemorgenroth]

To exclude status items prefix them with an exclamation mark, for example !status1.

[bsb_katja]

Does the filteroption "!status1" also work with one of the invoicetable-templates like [INVOICETABLE] or [UPSELLTABLE] ? That is what I'm looking for.

[markkinchin]

We have made a template variable called [INVOICETABLEPART:status] which can filter what appears in the invoice table by the status of the item.

[bsb_katja]

Thank you very much! That helps me a lot!