Statements - Invoice - Fields that can be added to forms

Statements - Invoice

Customize the data on Invoice Statements:
Customize Invoice Statements window > Add New Data Field/Column button > Select from List [multiple selection] window

The basic fields in the standard form layout provide all the data usually required to create basic invoice statements. You can also use supplemental fields to supplement or replace the basic data on any invoice statement.

Data field name

Data that will print in this field

Basic/Supplemental
(Basic field title)

NOTE: Supplemental fields from the Card Information window and Supplemental fields from the Company Information window are also available to customize this form.

[*Inv/PO #*]

The number assigned to each sales transaction with an asterisk before and after it

Supplemental column

"Amount Remitted"

None. The basic form layout provides only a text title here, allowing you to present this portion of the statement to your customer as a remittance stub. Your customer may enter a remittance amount on the horizontal line below this text.

Basic text field

[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 title 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 title for how many months the invoice is overdue.

Basic field
(1st Aging Period)

[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 title 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 title for how many months the invoice is overdue.

Basic field
(2nd Aging Period)

[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 title 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 title for how many months the invoice is overdue.

Basic field
(3rd Aging Period)

[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.

Basic column
(BALANCE)

[Billing Address]

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

Basic field
(NO TITLE)

[Charges]

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

Basic field
(CHARGES)

[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)

[Currency Symbol]

The symbol for 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.)

Basic field
(NO TITLE)

[Current Date]

The date shown in your MYOB system; the date the statement is printed and on which any finance charges will be applied to an outstanding balance.

Basic field
(DATE)

[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.

Basic field
(CURRENT)

[Cust PO #]

The entry in the Customer PO # field on each transaction

Supplemental column

[Date]

The date entered on each invoice and payment on the statement

Basic column
(DATE)

[Deposits Balance]

The total amount of deposits available to be applied to this customer's orders.

Supplemental field

[Finance Charges]

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

Basic field
(TITLE is "Finance Charges - Label" field entry; see below)

[Finance Charges - Label]

Displays a title for the amount appearing in the Finance Charges data field.

Basic data title field: Finance Charges

[Invoice #]

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

Basic column
(INVOICE NO.)

[Memo]

The memo entered on each invoice

Basic column
(DESCRIPTION)

[Page #]

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

Basic field
(Page)

[Payments]

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

Basic field
(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.)

Supplemental field

[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.)

Supplemental field

[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.)

Supplemental field

[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.

Basic field
(AMOUNT DUE)

None

The title of the form appears in this text field. You may edit this title like any other form text field.

Basic Text Title: STATEMENT

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

Data field name	Data that will print in this field	Basic/Supplemental (Basic field title)
*NOTE:* Supplemental fields from the Card Information window and Supplemental fields from the Company Information window are also available to customize this form.
[Inv/PO #]	The number assigned to each sales transaction with an asterisk before and after it	Supplemental column
"Amount Remitted"	*None.* The basic form layout provides only a text title here, allowing you to present this portion of the statement to your customer as a remittance stub. Your customer may enter a remittance amount on the horizontal line below this text.	Basic text field
[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 title 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 title for how many months the invoice is overdue.	Basic field (1st Aging Period)
[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 title 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 title for how many months the invoice is overdue.	Basic field (2nd Aging Period)
[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 title 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 title for how many months the invoice is overdue.	Basic field (3rd Aging Period)
[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.	Basic column (BALANCE)
[Billing Address]	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window -- Profile view	Basic field (NO TITLE)
[Charges]	The amount that appears in the Total Amount field of each invoice	Basic field (CHARGES)
[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)
[Currency Symbol]	The symbol for 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.)	Basic field (NO TITLE)
[Current Date]	The date shown in your MYOB system; the date the statement is printed and on which any finance charges will be applied to an outstanding balance.	Basic field (DATE)
[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.	Basic field (CURRENT)
[Cust PO #]	The entry in the Customer PO # field on each transaction	Supplemental column
[Date]	The date entered on each invoice and payment on the statement	Basic column (DATE)
[Deposits Balance]	The total amount of deposits available to be applied to this customer's orders.	Supplemental field
[Finance Charges]	The total finance charge made to this customer as of the date the statement is printed	Basic field (TITLE is "Finance Charges - Label" field entry; see below)
[Finance Charges - Label]	Displays a title for the amount appearing in the Finance Charges data field.	Basic data title field: Finance Charges
[Invoice #]	The invoice number entered on the sale. (An invoice statement lists only invoices that are open.)	Basic column (INVOICE NO.)
[Memo]	The memo entered on each invoice	Basic column (DESCRIPTION)
[Page #]	The pages of the statement are counted; this field displays the number on each page.	Basic field (Page)
[Payments]	The amount that appears in the Applied to Date field of the invoice	Basic field (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.)	Supplemental field
[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.)	Supplemental field
[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.)	Supplemental field
[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.	Basic field (AMOUNT DUE)
None	The title of the form appears in this text field. You may edit this title like any other form text field.	Basic Text Title: STATEMENT