Invoice - Item - Lists of fields that can be added to forms

Invoice - Item

Customize data on Item Invoices:
Customize Item 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 in an item invoice. You can also use supplemental data fields to supplement or replace the data fields on any item 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
· Supplemental fields from the Item Information window

[*Inv/PO #*]

The transaction number, with an asterisk before and after it

Supplemental field

[Amount]

The extended amount (item price X number of items) for each line item entered on the transaction

Basic column
(EXTENDED)

[Amount + tax]

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

Supplemental column

[Applied]

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

Basic field:
(PAID TODAY)

[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

Basic field :
(BALANCE DUE)

[Category]

The financial tracking category assigned to the transaction associated with this invoice

Supplemental field

[Col]

An X is printed if the terms for the sale are COD

Basic field
(COL)

[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

Basic field
(YOUR NO.)

[Date]

The date entered on the transaction

Basic field
(DATE)

[Description/Backordered Label]

The description of each line item entered on the transaction. The word "Backordered" appears above the line items that are entered in the Backorder column.

Basic column
(DESCRIPTION)

[Disc %]

The discount entered in the Disc % column of the sale

Basic column
(DISC %)

[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

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 Item #]

The number of the item entered on the sale. This is the number for the item entered in the Item Information window.

Basic column
(ITEM NO.)

[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 will be printed in words; larger amounts 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
(PG.)

[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

[Ppd]

An X is printed if the terms of the sale are Prepaid.

Basic field
(PPD)

[Price]

The amount entered in the Price column of the sale

Basic column
(PRICE)

[Price + tax]

The price plus the tax on the price

Supplemental field

[Qty/Units]

The amount entered in the Ship or Backordered field on the sale

Basic column

[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

Basic field
(Shipping Date)

[Ship Via]

The ship method entered on the transaction

Basic field
(Ship Via)

[Shipping Address]

The shipping address entered on the transaction

Basic field
(Ship To)

[Subtotal + tax]

The subtotal amount plus any tax on the subtotal

Supplemental field

[Subtotal]

The total of the line item amounts on the sale (no tax included)

Basic field
(SALE AMOUNT)

[Tax]

The amount of tax charged for line items on the sale

Basic field
(Sales Tax)

[Tax Code - Freight]

An X is printed if the freight entered on the sale is taxed.

Basic field
(NO TITLE)

[Taxed]

An X is printed if the Tx column was marked for a line item on the transaction.

Basic column
(TX.)

[Terms]

The terms that appear on the top of the transaction, 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.

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 Selling Unit of Measure field in the Selling Details view of the Item Information window for the line item

Basic column
(UNIT)

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: 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 · Supplemental fields from the Item Information window
[Inv/PO #]	The transaction number, with an asterisk before and after it	Supplemental field
[Amount]	The extended amount (item price X number of items) for each line item entered on the transaction	Basic column (EXTENDED)
[Amount + tax]	The amount of the line item plus the amount of the tax for the line item	Supplemental column
[Applied]	The total of the payments that have been applied to the sale	Basic field: (PAID TODAY)
[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	Basic field : (BALANCE DUE)
[Category]	The financial tracking category assigned to the transaction associated with this invoice	Supplemental field
[Col]	An X is printed if the terms for the sale are COD	Basic field (COL)
[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	Basic field (YOUR NO.)
[Date]	The date entered on the transaction	Basic field (DATE)
[Description/Backordered Label]	The description of each line item entered on the transaction. The word "Backordered" appears above the line items that are entered in the Backorder column.	Basic column (DESCRIPTION)
[Disc %]	The discount entered in the Disc % column of the sale	Basic column (DISC %)
[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	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 Item #]	The number of the item entered on the sale. This is the number for the item entered in the Item Information window.	Basic column (ITEM NO.)
[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 will be printed in words; larger amounts 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 (PG.)
[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
[Ppd]	An X is printed if the terms of the sale are Prepaid.	Basic field (PPD)
[Price]	The amount entered in the Price column of the sale	Basic column (PRICE)
[Price + tax]	The price plus the tax on the price	Supplemental field
[Qty/Units]	The amount entered in the Ship or Backordered field on the sale	Basic column
[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	Basic field (Shipping Date)
[Ship Via]	The ship method entered on the transaction	Basic field (Ship Via)
[Shipping Address]	The shipping address entered on the transaction	Basic field (Ship To)
[Subtotal + tax]	The subtotal amount plus any tax on the subtotal	Supplemental field
[Subtotal]	The total of the line item amounts on the sale (no tax included)	Basic field (SALE AMOUNT)
[Tax]	The amount of tax charged for line items on the sale	Basic field (Sales Tax)
[Tax Code - Freight]	An X is printed if the freight entered on the sale is taxed.	Basic field (NO TITLE)
[Taxed]	An X is printed if the Tx column was marked for a line item on the transaction.	Basic column (TX.)
[Terms]	The terms that appear on the top of the transaction, 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.	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 Selling Unit of Measure field in the Selling Details view of the Item Information window for the line item	Basic column (UNIT)