The following fields are available in the Customise Service Sales window. Basic fields appear in the basic form layout. Custom fields can be added by using the Select from List [multiple selection] window for fields on this form.
Data field name |
Data that will print in this field |
Basic/Custom field (Basic field text label) |
[*Inv/PO No.*] |
The number of the transaction with an asterisk before and after it |
Custom |
[Addr2 - Contact] |
The name of the contact entered on the Card Information window -- Profile view for the Address 2 Location |
Custom |
[Addr2 - Country] |
The country entered on the Card Information window -- Profile view for the Address 2 Location |
Custom |
[Addr2 - E-mail] |
The email address entered on the Card Information window -- Profile view for the Address 2 Location |
Custom |
[Addr2 - Fax] |
The fax number entered on the Card Information window -- Profile view for the Address 2 Location |
Custom |
[Addr2 - Phone1] |
The No.1 phone number entered on the Card Information window -- Profile view for the Address 2 Location |
Custom |
[Addr2 - Phone2] |
The No.2 phone number entered on the Card Information window -- Profile view for the Address 2 Location |
Custom |
[Addr2 - Phone3] |
The No.3 phone number entered on the Card Information window -- Profile view for the Address 2 Location |
Custom |
[Addr2 - Salutation] |
The name or title entered in the Salutation field on the Card Information window -- Profile view for the Address 2 Location |
Custom |
[Addr2 - WWW] |
The World Wide Web address entered on the Card Information window -- Profile view for the Address 2 Location |
Custom |
[Addr3 - Contact] |
The name of the contact entered on the Card Information window -- Profile view for the Address 3 Location |
Custom |
[Addr3 - Country] |
The country entered on the Card Information window -- Profile view for the Address 3 Location |
Custom |
[Addr3 - E-mail] |
The email address entered on the Card Information window -- Profile view for the Address 3 Location |
Custom |
[Addr3 - Fax] |
The fax number entered on the Card Information window -- Profile view for the Address 3 Location |
Custom |
[Addr3 - Phone1] |
The No.1 phone number entered on the Card Information window -- Profile view for the Address 3 Location |
Custom |
[Addr3 - Phone2] |
The No.2 phone number entered on the Card Information window -- Profile view for the Address 3 Location |
Custom |
[Addr3 - Phone3] |
The No.3 phone number entered on the Card Information window -- Profile view for the Address 3 Location |
Custom |
[Addr3 - Salutation] |
The name or title entered in the Salutation field on the Card Information window -- Profile view for the Address 3 Location |
Custom |
[Addr3 - WWW] |
The World Wide Web address entered on the Card Information window -- Profile view for the Address 3 Location |
Custom |
[Addr4 - Contact] |
The name of the contact entered on the Card Information window -- Profile view for the Address 4 Location |
Custom |
[Addr4 - Country] |
The country entered on the Card Information window -- Profile view for the Address 4 Location |
Custom |
[Addr4 - E-mail] |
The email address entered on the Card Information window -- Profile view for the Address 4 Location |
Custom |
[Addr4 - Fax] |
The fax number entered on the Card Information window -- Profile view for the Address 4 Location |
Custom |
[Addr4 - Phone1] |
The No.1 phone number entered on the Card Information window -- Profile view for the Address 4 Location |
Custom |
[Addr4 - Phone2] |
The No.2 phone number entered on the Card Information window -- Profile view for the Address 4 Location |
Custom |
[Addr4 - Phone3] |
The No.3 phone number entered on the Card Information window -- Profile view for the Address 4 Location |
Custom |
[Addr4 - Salutation] |
The name or title entered in the Salutation field on the Card Information window -- Profile view for the Address 4 Location |
Custom |
[Addr4 - WWW] |
The World Wide Web address entered on the Card Information window -- Profile view for the Address 4 Location |
Custom |
[Addr5 - Contact] |
The name of the contact entered on the Card Information window -- Profile view for the Address 5 Location |
Custom |
[Addr5 - Country] |
The country entered on the Card Information window -- Profile view for the Address 5 Location |
Custom |
[Addr5 - E-mail] |
The email address entered on the Card Information window -- Profile view for the Address 2 Location |
Custom |
[Addr5 - Fax] |
The fax number entered on the Card Information window -- Profile view for the Address 5 Location |
Custom |
[Addr5 - Phone1] |
The No.1 phone number entered on the Card Information window -- Profile view for the Address 5 Location |
Custom |
[Addr5 - Phone2] |
The No.2 phone number entered on the Card Information window -- Profile view for the Address 5 Location |
Custom |
[Addr5 - Phone3] |
The No.3 phone number entered on the Card Information window -- Profile view for the Address 5 Location |
Custom |
[Addr5 - Salutation] |
The name or title entered in the Salutation field on the Card Information window -- Profile view for the Address 5 Location |
Custom |
[Addr5 - WWW] |
The World Wide Web address entered on the Card Information window -- Profile view for the Address 5 Location |
Custom |
[Address 2] |
The address entered on the Card Information window -- Profile view for the Address 2 Location |
Custom |
[Address 3] |
The address entered on the Card Information window -- Profile view for the Address 3 Location |
Custom |
[Address 4] |
The address entered on the Card Information window -- Profile view for the Address 4 Location |
Custom |
[Address 5] |
The address entered on the Card Information window -- Profile view for the Address 5 Location |
Custom |
[Amount] |
The amount of each line item entered on the transaction |
Basic |
[Amount - Local] |
The amount of each line item entered on the transaction, in your local currency |
Custom |
[Amount + VAT] |
The amount of the line item plus the amount of VAT for the line item |
Custom |
[Amount + VAT - Local] |
The amount of the line item plus the amount of VAT for the line item |
Custom |
[Applied] |
The total of the payments that have been applied to the sale |
Basic |
[Balance] |
Amount of the sale including tax and carriage charges minus any payments that may have been applied; that is, the amount that appears in the Balance Due field of the sale. |
Basic |
[Balance - Local] |
Amount of the sale including tax and carriage charges minus any payments that may have been applied; that is, the amount that appears in the Balance Due field of the sale, in your local currency. |
Custom |
[Card Custom Field 1] |
The entry in the Custom Field No.1 field of the Card Information window -- Card Details view |
Custom |
[Card Custom Field 2] |
The entry in the Custom Field No.2 field of the Card Information window -- Card Details view |
Custom |
[Card Custom Field 3] |
The entry in the Custom Field No.3 field of the Card Information window -- Card Details view |
Custom |
[Card Custom List 1] |
The entry in the Custom List No.1 field of the Card Information window |
Custom |
[Card Custom List 2] |
The entry in the Custom List No.2 field of the Card Information window |
Custom |
[Card Custom List 3] |
The entry in the Custom List No.3 field of the Card Information window |
Custom |
[Card ID] |
The Card ID from the Card Information window |
Custom |
[Card Number] |
The card number entered in the Applied Payment Details window when entering a credit or debit card payment for the sale. This field won't print if more than one payment has been applied to the sale. |
Custom |
[Carriage] |
The carriage amount entered on the sale |
Basic |
[Carriage - Local] |
The carriage amount entered on the sale, in your local currency |
Custom |
[Carriage + VAT] |
Includes the carriage amount plus the VAT on the carriage |
Custom |
[Carriage + VAT - Local] |
Includes the carriage amount plus the VAT on the carriage; this amount is in your local currency. |
Custom |
[Category] |
The financial tracking category assigned to this sale |
Custom |
[Cheque Number] |
The cheque number entered in the Applied Payment Details window when entering a cheque payment for the sale. This field won't print if more than one payment has been applied to the sale. |
Custom |
[Comment] |
The comment entered on the transaction |
Basic |
[Company Address] |
The company address entered in the Company Information window |
Basic |
[Company E-mail] |
The email address entered in the Company Information window |
Custom |
[Company Fax] |
The fax number entered in the Company Information window |
Custom |
[Company Name] |
The company name entered in the Company Information window |
Basic |
[Company Phone] |
The phone number entered in the Company Information window |
Custom |
[Contact Name] |
The name of the contact entered on the Card Information window -- Profile view for the Address 1 Location |
Custom |
[Country] |
The entry in the Country field for Address 1 from the Card Information window |
Custom |
[Cust PO No.] |
The entry in the Customer PO No. field on the transaction |
Basic |
[Date] |
The date entered on the transaction |
Basic |
[Deliver Via] |
The delivery method entered on the transaction |
Basic |
[Delivery Address] |
The delivery address entered on the transaction |
Basic |
[Delivery Date] |
The date entered in the Promised Date field on the transaction |
Basic |
[Description] |
The description of each line item entered on the transaction |
Basic |
[Due Date] |
The date the payment is due, based on the terms of the sale |
Custom |
[E-mail] |
The email address entered on the Card Information window -- Profile view for the Address 1 Location |
Custom |
[Expiry Date] |
The expiry date entered in the Applied Payment Details window when entering a credit or debit card payment for the sale. This field won't print if more than one payment has been applied to the sale. |
Custom |
[Fax No.] |
The fax number entered on the Card Information window -- Profile view for the Address 1 Location |
Custom |
[Foreign Currency Name] |
The name of the foreign currency in which this customer is billed |
Custom |
[Foreign to Local Exchange Rate] |
The exchange rate for converting foreign currency to local currency |
Custom |
[Invoice No.] |
The invoice number entered on the transaction |
Basic |
[Invoice Type] |
The sale status of the invoice (Quote, Order or Invoice) |
Basic |
[Job Description] |
The description of the job whose job number is entered for a line item |
Custom |
[Job Name] |
The name of the job whose job number is entered for a line item |
Custom |
[Job Number] |
The job number entered for a line item |
Custom |
[Local Currency Name] |
The name of your local currency |
Custom |
[Local to Foreign Exchange Rate] |
The exchange rate for converting local currency to foreign currency |
Custom |
[Mailing Address] |
The address entered in the Address 1: Bill To selection of the Location field in the Card Information window -- Profile view |
Basic |
[Memo] |
The memo entered in the Journal Memo field of the transaction |
Custom |
[Name on Card] |
The name on the card entered in the Applied Payment Details window when entering a credit or debit card payment for the sale. This field won't print if more than one payment has been applied to the sale. |
Custom |
[Notes from Card] |
Notes entered in the Card Information window -- Card Details view |
Custom |
[Original Amount in English] |
The amount of the sale including tax and carriage charges (but not including any payments that may have been applied) in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form. |
Custom |
[Page No.] |
The pages of the sale are counted; this field displays the number of the page. |
Basic |
[Payment Method] |
The payment method selected when entering a payment for the sale. This field won't print if more than one payment has been applied to the sale. |
Custom |
[Payment Notes] |
The note entered in the Notes field of the Applied Payment Details window when entering a payment for the sale. This field won't print if more than one payment has been applied to the sale. |
Custom |
[Phone No.1] |
The No.1 phone number entered on the Card Information window -- Profile view for the Address 1 Location |
Custom |
[Phone No.2] |
The No.2 phone number entered on the Card Information window -- Profile view for the Address 1 Location |
Custom |
[Phone No.3] |
The No.3 phone number entered on the Card Information window -- Profile view for the Address 1 Location |
Custom |
[Referral Source] |
The referral source entered on the transaction |
Custom |
[Sales Value] |
The total amount of the sale used to compute VAT |
Basic |
[Sales Value - Local] |
The total amount of the sale used to compute VAT, in your local currency |
Custom |
[Salesperson] |
The salesperson entered on the transaction |
Custom |
[Salutation] |
The name or title entered in the Salutation field on the Card Information window -- Profile view for the Address 1 Location. |
Custom |
[Ship Date] |
The date entered in the Promised Date field on the transaction |
Basic |
[Ship Via] |
The ship method entered on the transaction |
Basic |
[Shipping Address] |
The shipping address entered on the transaction |
Basic |
[Subtotal] |
The total of the line item amounts on the sale. (No tax included.) |
Custom |
[Subtotal - Local |
The total of the line item amounts on the sale, in your local currency (no tax included.) |
Custom |
[Subtotal + VAT] |
Includes the subtotal amount plus the VAT on the subtotal |
Custom |
[Tax Code w/o Import (Consolidated)] |
The code that applies to all consolidated taxes applied to this sale; any imported tax codes are not shown here. |
Basic |
[Tax] |
The amount of tax charged for line items and carriage on the sale |
Basic |
[Terms] |
The terms that appear on the top of the transaction, that is, next to the Terms zoom arrow |
Basic |
[Total] |
The total of the line items plus tax and carriage charges. Doesn't reflect any payments that may have been applied. |
Basic |
[Total - Local] |
The total of the line items plus VAT and carriage charges, in your local currency. (Doesn't reflect any payments that may have been applied.) |
Custom |
[Total + VAT - Local] |
The total of the line items plus VAT, in your local currency. (Doesn't reflect any payments that may have been applied.) |
Custom |
[VAT] |
The total amount of VAT charged for line items and carriage on the sale |
Basic |
[VAT Code - Carriage] |
An X is printed if the carriage entered on the sale is subject to VAT. |
Basic |
VAT - Local |
The total amount of VAT charged for line items and carriage on the sale, in your local currency |
Custom |
[VAT Rate] |
The rate of any VAT to be applied to this sale |
Basic |
[VAT Reg. Number] |
Your company's VAT Registration number, from the Company Information window |
Custom |
[VAT Reg. Number (Card)] |
The VAT Registration number entered in the Card Information window -- Selling Details view |
Custom |
[WWW] |
The World Wide Web address entered on the Card Information window -- Profile view for the Address 1 Location |
Custom |