Invoices - Time Billing - Lists of fields that can be added to forms

Invoice - Time Billing

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

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

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.

[Amount + tax]

The amount of the line item plus the amount of tax for the line item

Supplemental column

[Amount]

The amount of each line item entered on the transaction

Basic column
(AMOUNT)

[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 and freight charges minus any payments that may have been applied, that is, the amount that appears in the Balance Due field of the sale.
When the preference I include Items on Time Billing Invoices is marked, freight can be included on the Time Billing invoice layout, and the data in this field will include any freight charges entered.

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/Backordered Label]

The Notes field for each activity entered on the transaction

Basic column
(NOTES)

[Due Date]

The date the payment is due, based on the terms of the sale

Supplemental field

[Freight + tax]

Includes the freight amount plus the tax on the freight

Supplemental field

[Freight]

The freight amount entered on the sale. When the preference I include Items on Time Billing Invoices is marked, this field appears on the Time Billing invoice layout.

Basic field
(FREIGHT)

[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

[My Activity #]

Activity number from the Activity Information window -- Profile view or the Item number from the Item Information window -- Profile view. When the preference I include Items on Time Billing Invoices is marked, item numbers can appear in this field.

Supplemental column

[Original Amount in English]

The amount of the sale including tax and freight charges (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.

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

[Price]

The amount entered in the Price column of the sale

Basic column
(PRICE)

[Qty/Units]

The amount entered in the Hours/Units field on the sale

Basic column

[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 name of the salesperson entered in the Salesperson field on the sale

Supplemental field

[Ship Date]

The date entered in the Promised Date field on the transaction

Supplemental field

[Ship Via]

The shipping method entered on the transaction. When the preference I include Items on Time Billing Invoices is marked, this field can appear on the Time Billing invoice layout.

Supplemental field

[Shipping Address]

The shipping address entered on the transaction. When the preference I include Items on Time Billing Invoices is marked, this field can appear on the Time Billing invoice layout.

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 and freight on the sale. When the preference I include Items on Time Billing Invoices is marked, freight can be entered on the Time Billing invoice layout.

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 (that is, next to the Terms zoom arrow)

Basic field
(Terms)

[Total]

The total of the line items plus tax and freight charges. (Doesn't reflect any payments that may have been applied.) When the preference I include Items on Time Billing Invoices is marked, freight can be entered on the Time Billing invoice layout, and this total will include any freight charges entered.

Basic field:
(TOTAL AMT.)

[Total Qty/Units]

The total of all amounts in the Qty/Units column

Supplemental field

[Transaction ID]

The Transaction ID entered on the transaction using the Applied Payment Detail window

Supplemental field

[Unit]

The entry in the Unit of Measurements field of the Activity Information window

Supplemental column

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.
[Amount + tax]	The amount of the line item plus the amount of tax for the line item	Supplemental column
[Amount]	The amount of each line item entered on the transaction	Basic column (AMOUNT)
[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 and freight charges minus any payments that may have been applied, that is, the amount that appears in the Balance Due field of the sale. When the preference I include Items on Time Billing Invoices is marked, freight can be included on the Time Billing invoice layout, and the data in this field will include any freight charges entered.	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/Backordered Label]	The Notes field for each activity entered on the transaction	Basic column (NOTES)
[Due Date]	The date the payment is due, based on the terms of the sale	Supplemental field
[Freight + tax]	Includes the freight amount plus the tax on the freight	Supplemental field
[Freight]	The freight amount entered on the sale. When the preference I include Items on Time Billing Invoices is marked, this field appears on the Time Billing invoice layout.	Basic field (FREIGHT)
[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
[My Activity #]	Activity number from the Activity Information window -- Profile view or the Item number from the Item Information window -- Profile view. When the preference I include Items on Time Billing Invoices is marked, item numbers can appear in this field.	Supplemental column
[Original Amount in English]	The amount of the sale including tax and freight charges (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.	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
[Price]	The amount entered in the Price column of the sale	Basic column (PRICE)
[Qty/Units]	The amount entered in the Hours/Units field on the sale	Basic column
[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 name of the salesperson entered in the Salesperson field on the sale	Supplemental field
[Ship Date]	The date entered in the Promised Date field on the transaction	Supplemental field
[Ship Via]	The shipping method entered on the transaction. When the preference I include Items on Time Billing Invoices is marked, this field can appear on the Time Billing invoice layout.	Supplemental field
[Shipping Address]	The shipping address entered on the transaction. When the preference I include Items on Time Billing Invoices is marked, this field can appear on the Time Billing invoice layout.	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 and freight on the sale. When the preference I include Items on Time Billing Invoices is marked, freight can be entered on the Time Billing invoice layout.	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 (that is, next to the Terms zoom arrow)	Basic field (Terms)
[Total]	The total of the line items plus tax and freight charges. (Doesn't reflect any payments that may have been applied.) When the preference I include Items on Time Billing Invoices is marked, freight can be entered on the Time Billing invoice layout, and this total will include any freight charges entered.	Basic field: (TOTAL AMT.)
[Total Qty/Units]	The total of all amounts in the Qty/Units column	Supplemental field
[Transaction ID]	The Transaction ID entered on the transaction using the Applied Payment Detail window	Supplemental field
[Unit]	The entry in the Unit of Measurements field of the Activity Information window	Supplemental column