Reports and forms - Customizing forms - Lists of fields that can be added to forms - Print Statements

Statements - Invoice

The following fields are available in the Customize Invoice Statements window.

Data field name

Data that will print in this field if active

Active/Inactive field (Active field text label)

[Deposits Balance]

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

Inactive

[1st Aging Period]

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

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

Active

[2nd Aging Period]

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

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

Active

[3rd Aging Period]

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

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

Active

[Balance Due]

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

Active
(BALANCE)

[Billing Address]

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

Active

[Card ID]

The Card ID from the Card Information window

Inactive

[Charges]

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

Active
(CHARGES)

[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 Card Information window

Inactive

[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 for the currency.)

Active

[Current Date]

The date shown in your MYOB system; the date the statement is printed.

Active
(DATE)

[Current Date]

The date shown in your MYOB system; the date on which finance charges (if any) are applied to any outstanding balance.

Active

[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.

Active
(CURRENT)

[Cust PO #]

The entry in the Customer PO # field on the transaction

Inactive

[Date]

The date entered on each invoice and payment

Active
(DATE)

[E-mail]

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

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

[Finance Charges]

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

Active
([Finance Charges - Label]; appears as "Finance Charge" on printed statement)

[Finance Charges]

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

Active
([Finance Charges - Label]; appears as "Finance Charge" on printed statement)

[Invoice #]

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

Active
(INVOICE NO.)

[Memo]

The memo entered on each invoice

Active
(DESCRIPTION)

[Notes from Card]

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

Inactive

[Page #]

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

Active
(Page)

[Payments]

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

Active
(PAYMENTS)

[Period 1]

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

Inactive

[Period 2]

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

Inactive

[Period 3]

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

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

[Salutation]

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

Inactive

[State Tax ID #]

The state tax ID entered in the Company Information window

Inactive

[Tax ID Number]

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

Inactive

[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.

Active
(AMOUNT DUE)

[WWW]

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

Inactive

None

N/A

Text Label: AMOUNT REMITTED (no accompanying data field)

None

N/A

Text Label: STATEMENT (no accompanying data field)


Data field name	Data that will print in this field if active	Active/Inactive field (Active field text label)
[Deposits Balance]	The total amount of deposits available for this customer's orders.	Inactive
[1st Aging Period]	The entry in this field depends on your selections for Aging in the Reports & Forms view of the Preferences window. If you selected Daily Aging, 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 Aging 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 Aging and Identify by Month Numbers, the entry is 1 Month; this entry is the label for how many months the invoice is overdue.	Active
[2nd Aging Period]	The entry in this field depends on your selections for Aging in the Reports & Forms view of the Preferences window. If you selected Daily Aging, 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 Aging 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 Aging and Identify by Month Numbers, the entry is 2 Months; this entry is the label for how many months the invoice is overdue.	Active
[3rd Aging Period]	The entry in this field depends on your selections for Aging in the Reports & Forms view of the Preferences window. If you selected Daily Aging, 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 Aging 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 Aging and Identify by Month Numbers, the entry is 2+Months; this entry is the label for how many months the invoice is overdue.	Active
[Balance Due]	Amount of the sale including tax and freight charges minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the sale.	Active (BALANCE)
[Billing Address]	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window -- Profile view	Active
[Card ID]	The Card ID from the Card Information window	Inactive
[Charges]	The amount that appears in the Total Amount field of each invoice	Active (CHARGES)
[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 Card Information window	Inactive
[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 for the currency.)	Active
[Current Date]	The date shown in your MYOB system; the date the statement is printed.	Active (DATE)
[Current Date]	The date shown in your MYOB system; the date on which finance charges (if any) are applied to any outstanding balance.	Active
[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.	Active (CURRENT)
[Cust PO #]	The entry in the Customer PO # field on the transaction	Inactive
[Date]	The date entered on each invoice and payment	Active (DATE)
[E-mail]	The email address entered on the Card Information window -- Profile view for the Address 1 Location	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
[Finance Charges]	The total finance charge made to this customer as of the date the statement is printed	Active ([Finance Charges - Label]; appears as "Finance Charge" on printed statement)
[Finance Charges]	The total finance charge made to this customer as of the date the statement is printed	Active ([Finance Charges - Label]; appears as "Finance Charge" on printed statement)
[Invoice #]	The invoice number entered on the invoice. (An invoice statement lists only invoices that are open.)	Active (INVOICE NO.)
[Memo]	The memo entered on each invoice	Active (DESCRIPTION)
[Notes from Card]	Notes entered in the Card Information window -- Card Details view	Inactive
[Page #]	The pages of the statement are counted; this field displays the number of the page.	Active (Page)
[Payments]	The amount that appears in the Applied to Date field of the invoice	Active (PAYMENTS)
[Period 1]	The total amount overdue in the 1st Aging Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 1st Aging Period, see that field's information in this table.)	Inactive
[Period 2]	The total amount overdue in the 2nd Aging Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 2nd Aging Period, see that field's information in this table.)	Inactive
[Period 3]	The total amount overdue in the 3rd Aging Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 3rd Aging Period, see that field's information in this table.)	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
[Salutation]	The name or title entered in the Salutation field on the Card Information window -- Profile view for the Address 1 Location	Inactive
[State Tax ID #]	The state tax ID entered in the Company Information window	Inactive
[Tax ID Number]	The tax ID number entered in the Card Information window -- Selling Details view	Inactive
[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.	Active (AMOUNT DUE)
[WWW]	The World Wide Web address entered on the Card Information window -- Profile view for the Address 1 Location	Inactive
None	N/A	Text Label: AMOUNT REMITTED (no accompanying data field)
None	N/A	Text Label: STATEMENT (no accompanying data field)