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 |
[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 |
[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 + 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 |
[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 |
[Deliver Via] |
The delivery method entered on the transaction |
Basic |
[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 |
[Description/Backordered Label] |
The Notes field for 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 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 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 |
[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 |
[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 |
[Qty.] |
The amount entered in the Hours/Units field on the sale |
Basic |
[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 |
[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. |
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 |
[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 |
[Taxed] |
An X is printed if the Tx column is marked on the transaction for the line item. |
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.) When the preference "I include Items on Time Billing Invoices" is marked, carriage can be entered on the Time Billing invoice layout. |
Basic |
[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 |
[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 |
[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 |
[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 |