Invoice - Item

Reports and forms > Customizing forms > Lists of fields that can be added to forms > Invoice - Item

The following fields are available in the Customize Item Sales window.

Data field name

Data that will print in this field if active

Active/Inactive field (Active field text label)

[*Inv/PO #*]

The transaction number, with an asterisk before and after it

Inactive

[Addr2 - Contact]

The name of the contact entered on the Card Information window -- Profile view for the Address 2 Location

Inactive

[Addr2 - Country]

The entry in the Country field from the Card Information window for the Address 2 location

Inactive

[Addr2 - E-mail]

The email address entered on the Card Information window -- Profile view for the Address 2 Location

Inactive

[Addr2 - Fax]

The fax number entered on the Card Information window -- Profile view for the Address 2 Location

Inactive

[Addr2 - Phone1]

The #1 phone number entered on the Card Information window -- Profile view for the Address 2 Location

Inactive

[Addr2 - Phone2]

The #2 phone number entered on the Card Information window -- Profile view for the Address 2 Location

Inactive

[Addr2 - Phone3]

The #3 phone number entered on the Card Information window -- Profile view for the Address 2 Location

Inactive

[Addr2 - Salutation]

The name or title entered in the Salutation field on the Card Information window -- Profile view for the Address 2 Location

Inactive

[Addr2 - WWW]

The World Wide Web address entered on the Card Information window -- Profile view for the Address 2 Location

Inactive

[Addr3 - Contact]

The name of the contact entered on the Card Information window -- Profile view for the Address 3 Location

Inactive

[Addr3 - Country]

The entry in the Country field from the Card Information window for the Address 3 location

Inactive

[Addr3 - E-mail]

The email address entered on the Card Information window -- Profile view for the Address 3 Location

Inactive

[Addr3 - Fax

The fax number entered on the Card Information window -- Profile view for the Address 3 Location

Inactive

[Addr3 - Phone1]

The #1 phone number entered on the Card Information window -- Profile view for the Address 3 Location

Inactive

[Addr3 - Phone2]

The #2 phone number entered on the Card Information window -- Profile view for the Address 3 Location

Inactive

[Addr3 - Phone3]

The #3 phone number entered on the Card Information window -- Profile view for the Address 3 Location

Inactive

[Addr3 - Salutation]

The name or title entered in the Salutation field on the Card Information window -- Profile view for the Address 3 Location

Inactive

[Addr3 - WWW]

The World Wide Web address entered on the Card Information window -- Profile view for the Address 3 Location

Inactive

[Addr4 - Contact]

The name of the contact entered on the Card Information window -- Profile view for the Address 4 Location

Inactive

[Addr4 - Country]

The entry in the Country field from the Card Information window for the Address 4 location

Inactive

[Addr4 - E-mail]

The email address entered on the Card Information window -- Profile view for the Address 4 Location

Inactive

[Addr4 - Fax]

The fax number entered on the Card Information window -- Profile view for the Address 4 Location

Inactive

[Addr4 - Phone1]

The #1 phone number entered on the Card Information window -- Profile view for the Address 4 Location

Inactive

[Addr4 - Phone2]

The #2 phone number entered on the Card Information window -- Profile view for the Address 4 Location

Inactive

[Addr4 - Phone3]

The #3 phone number entered on the Card Information window -- Profile view for the Address 4 Location

Inactive

[Addr4 - Salutation]

The name or title entered in the Salutation field on the Card Information window -- Profile view for the Address 4 Location

Inactive

[Addr4 - WWW]

The World Wide Web address entered on the Card Information window -- Profile view for the Address 4 Location

Inactive

[Addr5 - Contact]

The name of the contact entered on the Card Information window -- Profile view for the Address 5 location

Inactive

[Addr5 - Country]

The entry in the Country field from the Card Information window for the Address 5 location

Inactive

[Addr5 - E-mail]

The email address entered on the Card Information window -- Profile view for the Address 2 Location

Inactive

[Addr5 - Fax]

The fax number entered on the Card Information window -- Profile view for the Address 5 Location

Inactive

[Addr5 - Phone1]

The #1 phone number entered on the Card Information window -- Profile view for the Address 5 Location

Inactive

[Addr5 - Phone2]

The #2 phone number entered on the Card Information window -- Profile view for the Address 5 Location

Inactive

[Addr5 - Phone3]

The #3 phone number entered on the Card Information window -- Profile view for the Address 5 Location

Inactive

[Addr5 - Salutation]

The name or title entered in the Salutation field on the Card Information window -- Profile view for the Address 5 Location

Inactive

[Addr5 - WWW]

The World Wide Web address entered on the Card Information window -- Profile view for the Address 5 Location

Inactive

[Address 2]

The address entered on the Card Information window -- Profile view for the Address 2 Location

Inactive

[Address 3]

The address entered on the Card Information window -- Profile view for the Address 3 Location

Inactive

[Address 4]

The address entered on the Card Information window -- Profile view for the Address 4 Location

Inactive

[Address 5]

The address entered on the Card Information window -- Profile view for the Address 5 Location

Inactive

[Amount + tax]

The amount of the line item plus the amount of the tax for the line item

Inactive

[Amount]

The amount of each line item entered on the transaction

Active
(EXTENDED)

[Applied]

The total of the payments that have been applied to the sale

Active
(PAID TODAY)

[Balance]

Amount of the sale including tax and freight charges minus any payments that may have been applied; that is, the amount that appears in the Balance Due field of the sale

Active
(BALANCE)

[Card Custom Field 1]

The entry in the Custom Field #1 field of the Card Information window -- Card Details view

Inactive

[Card Custom Field 2]

The entry in the Custom Field #2 field of the Card Information window -- Card Details view

Inactive

[Card Custom Field 3]

The entry in the Custom Field #3 field of the Card Information window -- Card Details view

Inactive

[Card Custom List 1]

The entry in the Custom List #1 field of the Card Information window

Inactive

[Card Custom List 2]

The entry in the Custom List #2 field of the Card Information window

Inactive

[Card Custom List 3]

The entry in the Custom List #3 field of the Card Information window

Inactive

[Card ID]

The Card ID from the Card Information window

Inactive

[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.

Inactive

[Category]

The financial tracking category assigned to the transaction associated with this invoice

Inactive

[Check Number]

The check number entered in the Applied Payment Details window when entering a check payment for the sale. This field won't print if more than one payment has been applied to the sale.

Inactive

[Col]

An X is printed if the terms for the sale are C.O.D.

Active
(COL)

[Comment]

The comment entered on the transaction

Active

[Company Address]

The company address entered in the Company Information window

Active

[Company E-mail]

The email address entered in the Company Information window

Inactive

[Company Fax]

The fax number entered in the Company Information window

Inactive

[Company Name]

The company name entered in the Company Information window

Active

[Company Phone]

The phone number entered in the Company Information window

Inactive

[Contact Name]

The name of the contact entered on the Card Information window -- Profile view for the Address 1 Location

Inactive

[Country]

The entry in the Country field for Address 1 from the Card Information window

Inactive

[Cust PO #]

The entry in the Customer PO # field on the transaction

Active
(YOUR NO.)

[Cust PO #]

The entry in the Customer PO # field on the transaction. (This is a duplicate field.)

Inactive

[Date]

The date entered on the transaction

Active
(DATE)

[Description/Backordered Label]

The description of each line item entered on the transaction. The text "Backordered" appears above the line items that are entered in the Backorder column.

Active
(DESCRIPTION)

[Disc %]

The discount entered in the Disc % column of the sale

Active
(DISC %)

[Due Date]

The date the payment is due, based on the terms of the sale

Inactive

[E-mail]

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

Inactive

[Expiration Date]

The 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.

Inactive

[Fax #]

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

Inactive

[Federal Tax ID #]

The federal tax ID entered in the Company Information window

Inactive

[Freight + tax]

The freight amount plus the tax on the freight

Inactive

[Freight]

The freight amount entered on the sale

Active
(FREIGHT)

[Invoice #]

The invoice number entered on the transaction

Active
(Invoice #)

[Item Custom Field 1]

The entry in the Custom Field #1 field of the Item Information window -- Item Details view

Inactive

[Item Custom Field 2]

The entry in the Custom Field #2 field of the Item Information window -- Item Details view

Inactive

[Item Custom Field 3]

The entry in the Custom Field #3 field of the Item Information window -- Item Details view

Inactive

[Item Custom List 1]

The entry in the Custom List #1 field of the Item Information window

Inactive

[Item Custom List 2]

The entry in the Custom List #2 field of the Item Information window

Inactive

[Item Custom List 3]

The entry in the Custom List #3 field of the Item Information window

Inactive

[Job Description]

The description of the job whose job number is entered for a line item

Inactive

[Job Name]

The name of the job whose job number is entered for a line item

Inactive

[Job Number]

The job number entered for a line item

Inactive

[Mailing Address]

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

Active
(Bill To)

[Memo]

The memo entered in the Journal Memo field of the transaction

Inactive

[My Item #]

The number of the item entered on the sale. This is the number for the item entered in the Item Information window.

Active
(ITEM NO.)

[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.

Inactive

[Notes from Card]

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

Inactive

[Original Amount in English]

The amount of the sale including tax and freight charges (but not including any payments that may have been applied). Amounts up to and including 99,999.99 will be printed in words; larger amounts will print in numeric form.

Inactive

[Page #]

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

Active
(PG.)

[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.

Inactive

[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.

Inactive

[Phone #1]

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

Inactive

[Phone #2]

The #2 phone number entered on the Card Information window -- Profile view for the Address 1 Location

Inactive

[Phone #3]

The #3 phone number entered on the Card Information window -- Profile view for the Address 1 Location

Inactive

[Ppd]

An X is printed if the terms for the sale are Prepaid.

Active
(PPD)

[Price + tax]

The price plus the tax on the price

Inactive

[Price]

The amount entered in the Price column of the sale

Active
(PRICE)

[Qty.]

The amount entered in the Ship or Backordered field on the sale

Active
(QTY.)

[Referral Source]

The referral source entered on the transaction

Inactive

[Sale Status]

The status of the sale at the time it is printed -- Invoice, Order or Quote

Active

[Salesperson]

The name of the salesperson entered in the Salesperson field of the sale

Active
(SALESPERSON)

[Salutation]

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

Inactive

[Ship Date]

The date entered in the Promised Date field on the transaction

Active
(SHIP DATE)

[Ship Via]

The ship method entered on the transaction

Active
(SHIP VIA)

[Shipping Address]

The shipping address entered on the transaction

Active
(Ship To)

[State Tax ID#]

The state tax ID entered in the Company Information window

Inactive

[Subtotal + tax]

Includes the subtotal amount plus the tax on the subtotal

Inactive

[Subtotal]

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

Active
(SALE AMOUNT)

[Tax Code - Freight]

An X is printed if the freight entered on the sale is taxed.

Active

[Tax ID Number]

The tax ID number entered in the Card Information window -- Selling Details view

Inactive

[Tax]

The amount of tax charged for line items and freight on the sale

Active
(SALES TAX)

[Taxed]

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

Active
(TX.)

[Terms]

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

Active
(TERMS)

[Total]

The total of the line items plus tax and freight charges. Doesn't reflect any payments that may have been applied.

Active
(TOTAL)

[Unit]

The entry in the Selling Unit of Measure field in the Selling Details view of the Item Information window for the line item

Active
(UNIT)

[WWW]

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

Inactive


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