Automatic Date Fields

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When editing line item descriptions for invoices, recurring invoices, quotes and so on, SliQ Invoicing allows entry of automatic date fields. When the invoice is printed or emailed, the date fields will be expanded based on the invoice date.

An example of the use of automatic dates are with recurring invoices. For example, you may have a monthly recurring invoice to charge a customer for web hosting. By including an automatic month or year field in the line item description on the recurring transaction you can indicate the month and year for which hosting is being charged when the recurring invoice is raised automatically by SliQ.

To enter an automatic date field into a line item description:

1. Right-click the mouse in the line item description to show a popup context menu.

line-item-description

auto-date-menu

2. Choose the macro you want to insert, e.g. the Insert Auto Month Macro option.

3. If you want to include the year, repeat step 1 and choose the Insert Auto Month macro.

You should end up with the line item description looking like this:

date-macro-entered

If the invoice is dated 10th October 2014 for example, when the invoice is printed or emailed, the line item description will expand to "Web Hosting for month October 2014".

More information on automatic date macro fields is given below.

Date Macro Name	Example	Description
Auto Week	{day + 7}	Inserts the date one week after the invoice date. You can edit the macro text to change the offset as desired, e.g. {day} - the date of the invoice {day - 1} - the date of the day before the invoice {day + 100} - the date 100 days after the invoice
Auto Month	{month}	The name of the month in which the invoice was raised
Auto Next Month	{month+1}	The name of the month after the month in which the invoice was raised. You can edit the macro text to change the offset as desired, e.g. {month + 6} - the name of the month 6 months after the invoice. {month - 6} - the name of the month 6 months before the invoice.
Auto Year	{year}	The year in which the invoice was raised, e.g. 2014, 2013
Auto Year At Month	{yearatmonth}	The year corresponding the month in which the invoice was raised. You can add an offset as desired, e.g. {yearatmonth + 3} - the year 3 months after the invoice, e.g. if the invoice was raised in Dec 2014, {yearatmonth + 3} would give 2015

SliQ Invoicing Help File

Automatic Date Fields

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