Invoice Template Table

Invoice templates support HTML format tables. Within each table, you can insert text, labels, variables, and custom fields like other sections of your template. Depending on the type of table that you configure, the VMS uses the data type to render the table accordingly. Please review the following sections for more information when inserting tables into your templates.

Standard Table

No additional logic is used to render the table. From the WYSIWYG editor (Create Invoice Document Template > Template Content > Insert > Table or Create Invoice Document Template > Template Content > Table), select the number of columns and rows using the grid tool. After the table appears, insert labels and data variables as required.

Timecard Rate Table

This variable is used to display billing lines that include more that one rate, displayed with each rate detail. You do not need to insert a table to generate this data element, only the variable.

It is recommended that you do not insert this variable inline with other text, for example, in the middle of a paragraph. It might produce unexpected formatting issues.

Daily Table

Daily Tables output a table row for each type of time that appears in each billing item (regular time, OT, and so on) that appears on a timecard. For example, the 'Description' variable would output rows as follows:
  1. Multi Rate 1 (Regular Time): 2024-09-03 (5367648549)
  2. Multi Rate 3 (Double Time): 2024-09-03 (5367648549)

From the WYSIWYG editor (Create Invoice Document Template > Template Content > Insert > Table or Create Invoice Document Template > Template Content > Table), select at least two rows. The cells in the first (top) row are considered header columns. You can configure as many columns and labels as necessary for your template.

The second (following) row is used to for table data. To specify a daily table type, you must insert at least ONE Daily Table variable. To filter the options available, from the Type drop down, select Daily Table.

When configuring a daily table on a template, consider the following:
  • The Daily Table type take precedent over a Timecard Table type. If you insert both types of variable in the same table, the invoice generation process considers the table a daily table and generates rows accordingly.
  • The Daily Table type only works with MSP country invoices and client country invoices.

Timecard Table

Timecard Tables output a table row for each type of time (regular time, OT, and so on) that appears on a timecard. For example, the 'Description' variable would output 2 rows as follows:
  1. Regular: 2024-09-03 (35467586)
  2. OT: 2024-09-03 (35467586)

From the WYSIWYG editor (Create Invoice Document Template > Template Content > Insert > Table or Create Invoice Document Template > Template Content > Table), select at least two rows. The cells in the first (top) row are considered header columns. You can configure as many columns and labels as necessary for your template.

The second (following) row is used to for table data. To specify a daily table type, you must insert at least ONE Timecard Table variable. To filter the options available, from the Type drop down, select Timecard Table.

When configuring a daily table on a template, consider the following:
  • The Daily Table type take precedent over a Timecard Table type. If you insert both types of variable in the same table, the invoice generation process considers the table a daily table and generates rows accordingly.
  • The Timecard Table type only works with MSP country invoices and client country invoices.