Invoice - Professional fields

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

The following fields are available in the Customize Professional 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)
[*Inv/PO #*]	The number of the transaction with an asterisk before and after it	Custom
[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 #1 phone number entered on the Card Information window -- Profile view for the Address 2 Location	Custom
[Addr2 - Phone2]	The #2 phone number entered on the Card Information window -- Profile view for the Address 2 Location	Custom
[Addr2 - Phone3]	The #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 #1 phone number entered on the Card Information window -- Profile view for the Address 3 Location	Custom
[Addr3 - Phone2]	The #2 phone number entered on the Card Information window -- Profile view for the Address 3 Location	Custom
[Addr3 - Phone3]	The #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 #1 phone number entered on the Card Information window -- Profile view for the Address 4 Location	Custom
[Addr4 - Phone2]	The #2 phone number entered on the Card Information window -- Profile view for the Address 4 Location	Custom
[Addr4 - Phone3]	The #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 #1 phone number entered on the Card Information window -- Profile view for the Address 5 Location	Custom
[Addr5 - Phone2]	The #2 phone number entered on the Card Information window -- Profile view for the Address 5 Location	Custom
[Addr5 - Phone3]	The #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 + tax]	Includes the amount of the line item plus the amount of the tax for the line item	Custom
[Amount]	The amount of each line item entered on the transaction	Basic (AMOUNT)
[Applied]	The total of the payments that have been applied to the sale	Basic
[Authorization Code]	The authorization code entered on the transaction using the Applied Payment Detail window	Custom
[Balance]	Amount of the sale including tax minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the sale.	Basic (Balance Due)
[Card Custom Field 1]	The entry in the Custom Field #1 field of the Card Information window -- Card Details view	Custom
[Card Custom Field 2]	The entry in the Custom Field #2 field of the Card Information window -- Card Details view	Custom
[Card Custom Field 3]	The entry in the Custom Field #3 field of the Card Information window -- Card Details view	Custom
[Card Custom List 1]	The entry in the Custom List #1 field of the Card Information window	Custom
[Card Custom List 2]	The entry in the Custom List #2 field of the Card Information window	Custom
[Card Custom List 3]	The entry in the Custom List #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. The number will be masked. That is, all but the last 4 or 5 digits of the card number, depending upon the card type, will be printed. An X will print in place of all other digits.	Custom
[Category]	The financial tracking category assigned to the transaction associated with this invoice	Custom
[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.	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 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 #]	The entry in the Customer PO # field on the transaction	Custom
[Date]	The date entered on the transaction	Basic (Date)
[Description]	The description of each line item entered on the transaction	Basic (DESCRIPTION)
[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
[Expiration Date]	The card 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.	Custom
[Fax #]	The fax number entered on the Card Information window -- Profile view for the Address 1 Location	Custom
[Federal Tax ID #]	The federal tax ID entered in the Company Information window	Custom
[Foreign to Local Exchange Rate]	The exchange rate for converting foreign currency to local currency	Custom
[Invoice #]	The invoice number entered on the transaction	Basic (Invoice #)
[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
[Local to Foreign Exchange Rate]	The exchange rate for converting local currency to foreign currency	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 (Bill To)
[Memo]	The memo entered in the Journal Memo field of the transaction	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 (but not including any payments that may have been applied). Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.	Custom
[Page #]	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 #1]	The #1 phone number entered on the Card Information window -- Profile view for the Address 1 Location	Custom
[Phone #2]	The #2 phone number entered on the Card Information window -- Profile view for the Address 1 Location	Custom
[Phone #3]	The #3 phone number entered on the Card Information window -- Profile view for the Address 1 Location	Custom
[Reference Date]	The date of service for each line item entered on the transaction	Basic (DATE)
[Referral Source]	The referral source entered on the transaction	Custom
[Sale Status]	The status of the sale at the time it is printed -- Invoice, Order or Quote	Basic
[Salesperson]	The salesperson 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
[State Tax ID #]	The state tax ID entered in the Company Information window	Custom
[Subtotal + tax]	Includes the subtotal amount plus the tax on the subtotal	Custom
[Subtotal]	The total of the line item amounts on the sale -- no tax included	Custom
[Tax ID Number]	The tax ID number entered in the Card Information window -- Selling Details view	Custom
[Tax]	The amount of tax charged for line items on the sale	Basic (Sales Tax)
[Taxed]	An X is printed if the Tx column is marked on the transaction for the line item	Custom
[Terms]	The terms that appear on the top of the transaction, next to the Terms zoom arrow	Basic (Terms)
[Total]	The total amount of the line items plus tax. (Doesn't reflect any payments that may have been applied.)	Basic (Total Amount)
[Transaction ID]	The Transaction ID entered on the transaction using the Applied Payment Detail window	Custom
[WWW]	The World Wide Web address entered on the Card Information window -- Profile view for the Address 1 Location	Custom