Invoice - Time Billing

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The following fields are available in the Customise Time Billing 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)

[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

Custom

[Amount + VAT]

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
(Amount Applied)

[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. When the preference "I include Items on Time Billing Invoices" is marked, carriage can be entered on the Time Billing invoice layout.

Basic
(Balance Due)

[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)

[Carriage + VAT]

Includes the carriage amount plus the VAT on the carriage

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
(Comment)

[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 Reg. Number]

Your company's registration number, as entered in the Company Information window

Custom

[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

Custom

[Date]

The date entered on the transaction

Basic
(Date)

[Deliver Via]

The delivery method entered on the transaction

Basic
(DELIVER VIA)

[Delivery Address]

The delivery address entered on the transaction. When the preference "I include Items on Time Billing Invoices" is marked, this field appears on the Time Billing invoice layout.

Custom

[Delivery Date]

The date entered in the Promised Date field on the transaction

Basic
(DELIVERY DATE)

[Description/Backordered Label]

The Notes field for each line item entered on the transaction

Basic
(NOTES)

[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 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

[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

[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

[My Activity No.]

Activity number from the Activity Information window -- Profile view or the Item number from the Item Information window -- Profile view. When the preference "I include Items on Time Billing Invoices" is marked, items can be added to a Time Billing invoice layout.

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). Amounts up to and including 99,999.99 are printed in words; larger amounts are printed in numeric form.

Custom

[Page No.]

The pages of the sale are counted; this field displays the number of the page.

Basic
(Page)

[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

[Price]

The amount entered in the Price column of the sale

Basic
(RATE)

[Qty.]

The amount entered in the Hours/Units field on the sale

Basic
(UNITS)

[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

[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

Custom

[Ship Via]

The ship method entered on the transaction.

When the preference "I include Items on Time Billing Invoices" is marked, this field appears on the Time Billing invoice layout.

Custom

[Shipping Address]

The shipping address entered on the transaction. When the preference "I include Items on Time Billing Invoices" is marked, this field appears on the Time Billing invoice layout.

Custom

[Subtotal]

The total of the line item amounts on the sale (no tax included)

Basic
(SALE)

[Subtotal + VAT]

Includes the subtotal amount plus the VAT on the subtotal

Custom

[Tax]

The amount of tax charged for line items and carriage on the sale. When the preference "I include Items on Time Billing Invoices" is marked, carriage can be entered on the Time Billing invoice layout.

Basic
(Sales Tax)

[Taxed]

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

Basic
(Tx)

[Terms]

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

Basic
(Terms)

[Total]

The total of the line items plus tax and carriage charges. (Doesn't reflect any payments that may have been applied.) When the preference "I include Items on Time Billing Invoices" is marked, carriage can be entered on the Time Billing invoice layout.

Basic
(Total Amount)

[Unit]

The entry in the Unit of Measurements field of the Activity Information window

Custom

[VAT]

The amount of VAT charged for line items and carriage on the sale. When the preference "I include Items on Time Billing Invoices" is marked, carriage can be entered on the Time Billing invoice layout.

Basic
(Sales Tax)

[VAT Code - Carriage]

An X is printed if the carriage entered on the sale is subject to VAT.

Basic

[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

[VAT Total]

The total amount of VAT charged for line items and carriage on the sale

Custom

[WWW]

The World Wide Web address entered on the Card Information window -- Profile view for the Address 1 Location

Custom