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Invoice Structure and Invoice Items #351

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@kicohen

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@kicohen

In an effort to more consistently charge organizations, we have come up with a pricing sheet to be used to pull prices for invoices from. This pricing sheet involves a couple of new things that we will need added to tracker.

Organization Type

We have three separate price groups. So AB, JFC organizations and Admin/Other will be categories of invoice items. I was thinking that this category could be selected at the top of the invoice and the invoice items would automatically adjust their prices.

Categories and Presets

The categories we have for invoice items are Labor, Lighting, Sound, Power, Reimbursement, Event. Category should be the first field chosen for each line item. Then the options in the "Preset" field should be filtered by category. The "Preset" field should now be mandatory where there will be an option of "Other" for each category.

Late Fee

We will also have a late fee which has historically just been a line item. I'm fine continuing to do this. That will probably just be an invoice item under the "Event" category.

Location Markups

We will now have location markups. So anything within the UC will be at 100%, but for example once we move to On-Campus Outdoors AB quotes will have something like a 110% markup, JFC quotes will have a 120% markup, and Admin quotes will have something like a 130% markup. I think this is best applied to the quote as a whole. We will additionally have markup fees for Outdoor Off-Campus and Indoor Off-Campus.

If any of this is confusing or needs clarification, please let me know. I can also share with anyone the current draft of our pricing sheet.

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