Invoice - Professional fields

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The following fields are available in the Customise Professional 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)

[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

[Applied - Local]

The total of the payments that have been applied to the sale, in your local currency

Custom

[Authorisation Code]

The authorization code entered on the transaction using the Applied Payment Detail window

Custom

[Balance]

Amount of the sale including tax minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the sale.

Basic
(Balance Due)

[Balance - Local]

Amount of the sale including tax and carriage charges minus any payments that may have been applied, 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

[Category]

The financial tracking category assigned to the transaction associated with this invoice

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

[Company Reg. Number]

Your company's registration number, as 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

Custom

[Date]

The date entered on the transaction

Basic
(Date)

[Delivery Date]

The date entered in the Promised Date field on the transaction

Custom

[Description]

The description of each line item entered on the transaction

Basic
(DESCRIPTION)

[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 card expiration 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 No.)

[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
(Bill To)

[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 (but not including any payments that may have been applied). 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

[Reference Date]

The date of service for each line item entered on the transaction

Basic
(DATE)

[Referral Source]

The referral source entered on the transaction

Custom

[Sale Status]

The status of the sale at the time it is printed -- Invoice, Order or Quote

Basic

[Sales Value]

The total amount of the sale used to compute VAT

Basic
(SALE AMT.)

[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

[Subtotal + VAT]

Includes the subtotal amount plus the VAT on the subtotal

Custom

[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

[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
(CODE)

[Tax]

The amount of tax charged for line items on the sale

Basic
(Sales Tax)

[Taxed]

An X is printed if the Tx column is marked on the transaction for the line item

Custom

[Terms]

The terms that appear on the top of the transaction, next to the Terms zoom arrow

Basic
(Terms)

[Total]

The total amount of the line items plus tax. (Doesn't reflect any payments that may have been applied.)

Basic
(Total Amount)

[Total - Local]

The total of the line items plus tax 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)

[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
(RATE)

[VAT Reg. Number]

Your company's VAT Registration Number, from the Company Information window

Basic
(VAT Reg. Number)

[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