Reports and forms

Invoice - Professional

Forms you can customize

Customize data on Professional Invoices:
Customize Professional Sales window > Add New Data Field/Column button > Select from List [multiple selection] window

The basic fields in this layout provide all the data necessary to create a basic professional invoice. You can also use supplemental fields to supplement or replace the basic data on a professional invoice.

Data field name	Data that will print in this field	Basic/Supplemental (Basic field title)
NOTE:  More data fields are available to customize this form: · Supplemental fields from the Applied Payment Details window · Supplemental fields from the Card Information window · Supplemental fields from the Company Information window
[*Inv/PO #*]	The number of the transaction with an asterisk before and after it	Supplemental field
[Amount]	The amount of each line item entered on the transaction	Basic column (AMOUNT)
[Amount + tax]	The amount of the line item plus the amount of tax for the line item	Supplemental column
[Applied]	The total of the payments that have been applied to the sale	Basic field (Amount Applied)
[Authorization Code]	The authorization code entered on a credit card transaction using the Applied Payment Detail window	Supplemental field
[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 field (Balance Due)
[Category]	The financial tracking category assigned to the transaction associated with this invoice	Supplemental field
[Comment]	The comment entered on the transaction	Basic field (Comment)
[Company Address]	The company address entered in the Company Information window	Basic field (NO TITLE)
[Company Name]	The company name entered in the Company Information window.	Basic field (NO TITLE)
[Cust PO #]	The entry in the Customer PO # field on the transaction	Supplemental field
[Date]	The date entered on the transaction	Basic field (Date)
[Description]	The description of each line item entered on the transaction	Basic column: (Description)
[Due Date]	The date the payment is due, based on the terms of the sale	Supplemental field
[Invoice #]	The invoice number entered on the transaction	Basic field (Invoice #)
[Job Description]	The description of the job whose job number is entered for a line item	Supplemental column
[Job Name]	The name of the job whose job number is entered for a line item	Supplemental column
[Job Number]	The job number entered for a line item	Supplemental column
[Mailing Address]	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window -- Profile view	Basic field (Bill To)
[Memo]	The memo entered in the Journal Memo field of the transaction	Supplemental field
[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.	Supplemental field
[Page #]	The pages of the sale are counted; this field displays the number of the page.	Basic field (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.	Supplemental field
[Reference Date]	The date of service for each line item entered on the transaction	Basic column (DATE)
[Referral Source]	The referral source entered on the transaction	Supplemental field
[Sale Status]	The status of the sale at the time it is printed -- Invoice, Order or Quote	Basic field (NO TITLE)
[Salesperson]	The salesperson entered on the transaction	Supplemental field
[Shipping Date]	The date entered in the Promised Date field on the transaction	Supplemental field
[Subtotal + tax]	Includes the subtotal amount plus the tax on the subtotal	Supplemental field
[Subtotal]	The total of the line item amounts on the sale -- no tax included	Supplemental field
[Tax]	The amount of tax charged for line items on the sale	Basic field (Sales Tax)
[Taxed]	An X is printed if the Tx column was marked for a line item on the transaction	Supplemental column
[Terms]	The terms that appear on the top of the transaction, next to the Terms zoom arrow	Basic field (Terms)
[Total]	The total amount of the line items plus tax. (Doesn't reflect any payments that may have been applied.)	Basic field: (TOTAL AMT.)
[Transaction ID]	The Transaction ID entered on the transaction using the Applied Payment Detail window	Supplemental field

Note:  Certain fields may not be available on some versions of the form layout