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 - 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 - 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 |
[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 |
[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 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 (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 |
[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 |
[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 |
[Tax] |
The amount of tax charged for line items on the sale |
Basic |
[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 |
[Total] |
The total amount of the line items plus tax. (Doesn't reflect any payments that may have been applied.) |
Basic |
[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 - 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 |
Basic |
[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 |