Invoice Templates

The following names can be used on invoice templates.

Name and Address fields:

Invoice Template Address Names
BILLINGADDRESS
Customer's billing address.
SHIPPINGADDRESS
Customer's shipping address.
CUSTOMERNAME
Customer's name (as entered in the Company Name field in the Address Information window).
SHIPPINGNAME
Customer's shipping name (as entered in the Company Name field in the Shipping Address window).
Individual address fields from an Accounts Receivable or Payable can also be used. i.e. the phone number of a customer or vendor.

See Name and Address Information Cell Names for more.

Header Names:

Invoice Template Cell Names
ACCOUNT
Customer account name.
ACCOUNTDESCRIPTION
Customer account description.
ACCOUNTBALANCE
Ending balance of the customer account.
DISCDAYS
Number of discount days the customer is allowed.
DISCRATE
Discount rate the customer is allowed for early payment.
DUEDAYS
Number of days a customer's invoice become due for payment
INTRATE
Interest rate charged to the customer on items that are overdue.
INVOICEDATE
Date of the invoice.
INVOICENUMBER
Invoice number (reference number.)
ORDERDATE
Order date (2nd date column.)
ORDERNUMBER
Order number (2nd reference number.)
INVOICEDESCRIPTION
Invoice description (on journals, the "Comment" field).
INVOICETOTAL
Total amount of the invoice (including tax(es)).
TAX1NUMBER
Tax 1 customer's registration number.
TAX2NUMBER
Tax 2 customer's registration number.
TOTALNET
Total sales before taxes.
TOTALTAX1
Total tax 1 charged.
TOTALTAX2
Total tax 2 charged.
INFO1 - INFO15
Extra invoice information.

Item Names:

Invoice Template Item Cell Names
ITEM_BALANCE
Running balance of the invoice.
ITEM_DESCRIPTION
Item description (plain).
ITEM_CUSTOMERSALESCODE
The item's description Alias.
ITEM_ACCOUNT
Item cross account.
ITEM_ACCOUNTDESCRIPTION
Item cross account description.
ITEM_DESCRIPTIONPLUSAD
Item cross account description plus the detail item comment.
ITEM_QUANTITY
Item quantity.
ITEM_PRICE
Item price.
ITEM_SALESPRICEPERCENT
Item price adjusted to the fixed sale price.
ITEM_ORDERQUANTITY
Item original order quantity.
ITEM_TOTALSHIPQUANTITY
Item total shipped quantity.
ITEM_BACKORDERQUANTITY
Item backordered quantity.
ITEM_UNITNAME
Item unit of measure name.
ITEM_UNITRATE
Item unit of measure conversion rate.
ITEM_NET
Item amount before taxes.
ITEM_TAX1IND
Tax 1 indicated (* if item is subject to tax 1).
ITEM_TAX1CHARGED
Tax 1 is charged, Yes or No.
ITEM_TAX1RATE
Rate of tax 1 charged on the item.
ITEM_TAX1AMOUNT
Amount of tax 1 charged on the item.
ITEM_TAX2IND
Tax 2 indicated (* if item is subject to tax 2).
ITEM_TAX2CHARGED
Tax 2 is charged, Yes or No.
ITEM_TAX2RATE
Rate of tax 2 charged on the item.
ITEM_TAX2AMOUNT
Amount of tax 2 charged on the item.
ITEM_TAXAMOUNT
Sum of tax 1 and tax 2 charged on the item.
ITEM_TOTAL
Item amount plus tax 1 and tax 2 (ITEM_NET + ITEM_TAX1AMOUNT + ITEM_TAX2AMOUNT).
ITEM_TOTAL1
Item amount plus tax 1 (ITEM_NET + ITEM_TAX1AMOUNT).
ITEM_TOTAL2
Item amount plus tax 2 (ITEM_NET + ITEM_TAX2AMOUNT).

NOTE: Names are not case-sensitive.


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