Packing Slip - Professional fields

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

The following fields are available in the Customize Packing Slips (Professional) 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; text only)

[Applied]

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

Basic
(Applied; text only)

[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, that is, the amount that appears in the Balance Due field of the sale

Basic
(Balance; text only)

[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 this sale

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 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 upon 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 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

[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

[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). Amounts up to and including 99,999.99 are printed in words; larger amounts are printed in numeric form.

Custom

[Page #]

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

Basic
(Page)

[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

Custom

[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
(Tax; text only)

[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, that is, 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; text only)

[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

None

N/A

Text Label: Packing Slip (no accompanying data field)