Ticket worksheet: List only checked items of work performed on invoice ticket
A little background on me: I am doing all work at the client’s location and using my smartphone to enter items on the ticket, invoice and collect payment while I’m working on-site.
In an attempt to go paperless, on the invoice that is printed or emailed I want to have line item descriptions of the work I performed. For example:
1. Removed adware
2. Installed security updates
3. Deleted temp files.
4. Checked hard drive health.
I created a ticket worksheet with checkboxes that click when I complete an item, but when printed it shows everything on the worksheet - not just the items that I check. Is there a way to only display the checked items to the customer? I don’t want the customer to see the 15 things that I DIDN’T do.
If that’s not possible I suppose I could create a bunch of New Ticket Comment canned responses and update the ticket as I go along, but that is less than ideal.
Mark C
shared this idea
We did this, the template tag is:
{{ticket_worksheet_tables_compressed}}
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Luke Savy commented
Troy, I understand that you've added the feature of only having the ticked checkboxes on the invoice, but what if you make multiple invoices from the one ticket? Let's say you tick 5 checkboxes and invoice the customer (invoice number 1), and then tick another 3 and invoice the customer again (invoice number 2). It will show 5 checkboxes on invoice number 1, but it will show all 8 checkboxes ticked on invoice number 2.
Is there any way to keep them independent (i.e. invoice number 2 only showing the later 3 checkboxes)?
Thanks.
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Ryan (CTO, Pinellas Computers)
commented
Nice tweak option! Thanks Troy!