Print Statements - Invoice - Lists of fields that can be added to forms

Statements - Invoice fields

The following fields are available in the Customise Invoice Statements 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)

[1st Ageing Period]

The entry in this field depends on your selections for Ageing in the Reports & Forms view of the Preferences window.

If you selected Daily Ageing, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 1st Period. For example, if "30 Days" is the entry in the Period 1 field, this entry is the label for amounts that are overdue 1 to 30 days. (Overdue amounts appear in the Period 1 data field.)

If you selected Monthly Ageing and Identify by Month Names, the name of the month previous to the current month is displayed; this entry represents the month in which the invoice became overdue.

If you selected Monthly Ageing and Identify by Month Numbers, the entry is 1 Month; this entry is the label for how many months the invoice is overdue.

Basic

[2nd Ageing Period]

The entry in this field depends on your selections for Ageing in the Reports & Forms view of the Preferences window.

If you selected Daily Ageing, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 2nd Period. For example, if "60 Days" is the entry in the Period 2 field, the entry is the label for amounts that are 31 to 60 days overdue. (Overdue amounts appear in the Period 2 data field.)

If you selected Monthly Ageing and Identify by Month Names, the name of the month that is two months previous to the current month is displayed; the entry represents the month in which the invoice became overdue.

If you selected Monthly Ageing and Identify by Month Numbers, the entry is 2 Months; this entry is the label for how many months the invoice is overdue.

Basic

[3rd Ageing Period]

The entry in this field depends on your selections for Ageing in the Reports & Forms view of the Preferences window.

If you selected Daily Ageing, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 3rd Period. For example, if "60+ Days" is the entry in the Period 3 field, the entry is the label for amounts that are overdue more than 60 days. (Overdue amounts appear in the Period 3 data field.)

If you selected Monthly Ageing and Identify by Month Names, the name of the month that is three months previous to the current month is displayed; the entry represents the period in which the invoice became overdue.

If you selected Monthly Ageing and Identify by Month Numbers, the entry is 2+Months; this entry is the label for how many months the invoice is overdue.

Basic

[Balance Due]

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

Basic
(BALANCE)

[Billing Address]

The address entered in the Address 1: Bill To selection of the Location field in the Card Information window -- Profile view

Basic

[Calculate Balance]

Custom

[Card ID]

The Card ID from the Card Information window

Custom

[Charges]

The amount that appears in the Total Amount field of each invoice

Basic
(CHARGES)

[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 Card Information window

Custom

[Currency Symbol]

The symbol of the currency entered in the Company Information window -- Profile view -- for the customer. (To view the currency symbol that will appear, see the Currency Information window.)

Basic

[Current Date]

The date shown in your MYOB system; the date the statement is printed and on which any finance charges will be applied to an outstanding balance.

Basic
(DATE)

[Current]

The total of the balance due amounts that isn't past the payment due date. The amount is calculated using the terms that appear in the Terms field of each invoice.

Basic
(CURRENT)

[Cust PO No.]

The entry in the Customer PO No. field on the transaction

Custom

[Date]

The date entered on each invoice and payment

Basic
(DATE)

[Deposits Balance]

The total amount of deposits available for this customer's orders.

Custom

[E-mail]

The email address entered on the Card Information window -- Profile view for the Address 1 Location

Custom

[Fax No.]

The fax number entered on the Card Information window -- Profile view for the Address 1 Location

Custom

[Finance Charges]

The total finance charge made to this customer as of the date the statement is printed

Basic

[Finance Charges - Label ]

The total finance charge made to this customer as of the date the statement is printed

Basic Text Field
(Finance Charge)

[Invoice No.]

The invoice number entered on the invoice. (An invoice statement lists only invoices that are open.)

Basic
(INVOICE NO.)

[Memo]

The memo entered on each invoice

Basic
(DESCRIPTION)

[Notes from Card]

Notes entered in the Card Information window -- Card Details view

Custom

[Page No.]

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

Basic
(Page)

[Payments]

The amount that appears in the Applied to Date field of the invoice

Basic
(PAYMENTS)

[Period 1]

The total amount overdue in the 1st Ageing Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 1st Ageing Period, see that field's information in this table.)

Custom

[Period 2]

The total amount overdue in the 2nd Ageing Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 2nd Ageing Period, see that field's information in this table.)

Custom

[Period 3]

The total amount overdue in the 3rd Ageing Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 3rd Ageing Period, see that field's information in this table.)

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

[Salutation]

The name or title entered in the Salutation field on the Card Information window -- Profile view for the Address 1 Location

Custom

[Total Owed]

The total amount due on the open invoices plus the amount of finance charges, if any. Finance charges are added to the amount due only if you've marked "Add Finance Charges to Amount Due" in the Forms Selection window.

Basic
(AMOUNT DUE)

[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

None

N/A

Basic Text Label: AMOUNT REMITTED

None

N/A

Basic Text Label: STATEMENT

Data field name	Data that will print in this field	Basic/Custom field (Basic field text label)
[1st Ageing Period]	The entry in this field depends on your selections for Ageing in the Reports & Forms view of the Preferences window. If you selected Daily Ageing, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 1st Period. For example, if "30 Days" is the entry in the Period 1 field, this entry is the label for amounts that are overdue 1 to 30 days. (Overdue amounts appear in the Period 1 data field.) If you selected Monthly Ageing and Identify by Month Names, the name of the month previous to the current month is displayed; this entry represents the month in which the invoice became overdue. If you selected Monthly Ageing and Identify by Month Numbers, the entry is 1 Month; this entry is the label for how many months the invoice is overdue.	Basic
[2nd Ageing Period]	The entry in this field depends on your selections for Ageing in the Reports & Forms view of the Preferences window. If you selected Daily Ageing, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 2nd Period. For example, if "60 Days" is the entry in the Period 2 field, the entry is the label for amounts that are 31 to 60 days overdue. (Overdue amounts appear in the Period 2 data field.) If you selected Monthly Ageing and Identify by Month Names, the name of the month that is two months previous to the current month is displayed; the entry represents the month in which the invoice became overdue. If you selected Monthly Ageing and Identify by Month Numbers, the entry is 2 Months; this entry is the label for how many months the invoice is overdue.	Basic
[3rd Ageing Period]	The entry in this field depends on your selections for Ageing in the Reports & Forms view of the Preferences window. If you selected Daily Ageing, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 3rd Period. For example, if "60+ Days" is the entry in the Period 3 field, the entry is the label for amounts that are overdue more than 60 days. (Overdue amounts appear in the Period 3 data field.) If you selected Monthly Ageing and Identify by Month Names, the name of the month that is three months previous to the current month is displayed; the entry represents the period in which the invoice became overdue. If you selected Monthly Ageing and Identify by Month Numbers, the entry is 2+Months; this entry is the label for how many months the invoice is overdue.	Basic
[Balance Due]	Amount of the sale including tax and carriage charges minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the sale.	Basic (BALANCE)
[Billing Address]	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window -- Profile view	Basic
[Calculate Balance]		Custom
[Card ID]	The Card ID from the Card Information window	Custom
[Charges]	The amount that appears in the Total Amount field of each invoice	Basic (CHARGES)
[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 Card Information window	Custom
[Currency Symbol]	The symbol of the currency entered in the Company Information window -- Profile view -- for the customer. (To view the currency symbol that will appear, see the Currency Information window.)	Basic
[Current Date]	The date shown in your MYOB system; the date the statement is printed and on which any finance charges will be applied to an outstanding balance.	Basic (DATE)
[Current]	The total of the balance due amounts that isn't past the payment due date. The amount is calculated using the terms that appear in the Terms field of each invoice.	Basic (CURRENT)
[Cust PO No.]	The entry in the Customer PO No. field on the transaction	Custom
[Date]	The date entered on each invoice and payment	Basic (DATE)
[Deposits Balance]	The total amount of deposits available for this customer's orders.	Custom
[E-mail]	The email address entered on the Card Information window -- Profile view for the Address 1 Location	Custom
[Fax No.]	The fax number entered on the Card Information window -- Profile view for the Address 1 Location	Custom
[Finance Charges]	The total finance charge made to this customer as of the date the statement is printed	Basic
[Finance Charges - Label ]	The total finance charge made to this customer as of the date the statement is printed	Basic Text Field (Finance Charge)
[Invoice No.]	The invoice number entered on the invoice. (An invoice statement lists only invoices that are open.)	Basic (INVOICE NO.)
[Memo]	The memo entered on each invoice	Basic (DESCRIPTION)
[Notes from Card]	Notes entered in the Card Information window -- Card Details view	Custom
[Page No.]	The pages of the statement are counted; this field displays the number of the page.	Basic (Page)
[Payments]	The amount that appears in the Applied to Date field of the invoice	Basic (PAYMENTS)
[Period 1]	The total amount overdue in the 1st Ageing Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 1st Ageing Period, see that field's information in this table.)	Custom
[Period 2]	The total amount overdue in the 2nd Ageing Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 2nd Ageing Period, see that field's information in this table.)	Custom
[Period 3]	The total amount overdue in the 3rd Ageing Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 3rd Ageing Period, see that field's information in this table.)	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
[Salutation]	The name or title entered in the Salutation field on the Card Information window -- Profile view for the Address 1 Location	Custom
[Total Owed]	The total amount due on the open invoices plus the amount of finance charges, if any. Finance charges are added to the amount due only if you've marked "Add Finance Charges to Amount Due" in the Forms Selection window.	Basic (AMOUNT DUE)
[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
None	N/A	Basic Text Label: AMOUNT REMITTED
None	N/A	Basic Text Label: STATEMENT