Invoice Summary Table Fields Reference

Invoice Summary fields allow you to display a repeating list of Invoices associated with a Project in your WorkGuru document templates.

• Invoice Information
• Project Information
• Invoice Dates
• Invoice Financials
• Task and Product Totals
• Payment Information

Invoice Summaries vs Payments

• InvoiceSummaries table displays summary and payment information across multiple Invoices associated with a Project. 
• Payments table displays the individual payments associated with an Invoice.

Use the table that matches the level of detail required.

Document Compatibility

The Invoice Summaries table is intended for supported document types where multiple Invoices are associated with the underlying record:

• Projects - see Project Document Templates
• Invoices - see Invoice Document Templates

Unlike Universal Fields, Invoice Summary fields must be placed inside a correctly configured table. WorkGuru automatically repeats the table row for each applicable Invoice. Merge fields and Table Alt Text are case sensitive and must be entered exactly as displayed below.

Setting Up a Purchase Order Summary Table

Invoice Summary merge fields must be placed inside a correctly configured table. The table requires:

• A header row
• A repetition row containing your merge fields
• The correct Alt Text Description. Set the table’s Alt Text Description to:
  • InvoiceSummaries

When WorkGuru generates the document, the purchases line row is repeated for each applicable purchase order on the transaction. For detailed instructions, see Table Field Setup in WorkGuru Document Templates.

Invoice Information

Project Information

These fields identify the Project associated with the Invoice.

Invoice Dates

Invoice Financials

These fields allow you to display the financial value of each Invoice associated with the Project.

Task and Product Totals

Invoice Summary fields can also display the Task and Product components of each Invoice.

Payment Information

These fields can be used to create Project documentation showing the payment status of each Invoice.

Troubleshooting

Table Does Not Populate

Check that:

• The Alt Text Description is correct.
• Capitalisation matches the required table name - alt text descriptions are case sensitive.
• There is only one table of the same type on the document.
• The table is supported by the document type.
• There is applicable data to display.
• The table has a header

Merge Fields Appear in the Generated Document

If fields such as [InvSummaryNumber] appear instead of actual values, check:

• The spelling of the merge field. 
• Check capitalisation - merge fields are case sensitive.
• Confirm the field belongs to the table type being used.
• Confirm the field is supported by the document type.

Table Formatting Is Incorrect

Check that:

• Header and repetition row columns align.
• Cells have not been incorrectly merged.
• Nested tables are configured correctly.
• Each table has the correct Alt Text Description.