Invoices - Header Fields Part 3
The Header fields that you can use when you design the Form Template to be used by the Invoice form are listed on five pages, as follows:
- Part 1:
- Basic Invoice Information
- Part 2:
- Invoice - Address Information
- Invoice - Official Serial Number information
- Customer Information
- Customer Bank Information
- Contact Person Information
- Branch Information
- Part 3:
- Delivery Address Information
- Freight Company Information
- Original Invoice Information in Credit Notes
- Location Information
- Loyalty Card Information
- Order Information
- Payment Information
- Part 4:
- Project Information
- Reservation Information
- Settlement Discount Information
- Tax Template Summary
- Transaction Information
- VAT Summary
- Part 5:
- Country-Specific Fields - Argentina
- Country-Specific Fields - Bolivia
- Country-Specific Fields - Brazil
- Country-Specific Fields - Croatia
- Country-Specific Fields - Denmark
- Country-Specific Fields - Finland
- Country-Specific Fields - Mexico
- Country-Specific Fields - Norway
- Country-Specific Fields - Portugal
- Country-Specific Fields - Russia
- Country-Specific Fields - Slovenia
- Country-Specific Fields - Sweden
Row fields are listed
here.
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Header fields will be printed once per Invoice. If you do not want to print the decimal places in numeric fields, choose the Cut Decimals option in the record in the Values in Text setting for the Language specified in the Company Info setting. This will remove the decimals even in fields where you have used the Field Argument to control the rounding.
Delivery Address Information
The following fields print information from the record in the
Delivery Addresses setting for the Address Code specified in the Invoice (on the
'Del. Address' card):
| Field in Form Template | Prints (from Delivery Address) |
| |
| Site | Del.Code |
| Site Address | Address. This information will be printed on separate lines, so you should specify a Line Height for this field |
| Site Contact | Contact |
| Site Fax | Fax |
| Site Name | Comment |
| Site Telephone | Telephone |
Freight Company Information
The following fields print information from the record in the
Freight Companies setting for the Freight Comp. specified in the Invoice (on the
'Del. Terms' card):
| Field in Form Template | Prints (from Freight Company) |
| |
| CMR Text | CMR Text |
| Driver | Driver |
| Freight Company | Name |
| Freight Company Code | Code |
| Freight Company's Reg. Number | Reg. No. |
| Truck Information | Truck Information |
Original Invoice Information from a Credit Note
If the Invoice being printed is a Credit Note, the following fields print information from the Invoice being credited:
| Field in Form Template | Prints (from original Invoice) |
| |
| Credited Invoice Inv. Date | Invoice Date |
| Credited Invoice Number | Prints "Regarding Invoice " followed by the No. of the Invoice being credited |
| Credited Invoice Service Date | Service Del. Date |
| Credited Invoice Transaction Date | Transaction Date |
| Official Serial Number of Orig. Invoice | Official No. |
| Rate for Base Currency of Orig. Invoice | Base Currency Rate, expressed as a ratio |
| Rate of Orig. Invoice | Exchange Rate, expressed as a ratio |
| To Pay in Base Currency 1 of Orig. Invoice | TOTAL, converted to Base Currency 1 using the Exchange Rate in the Invoice. If you enter "-" (i.e. a minus sign) as the Field Argument, the TOTAL will be printed as a negative value |
| To Pay of Orig. Invoice | TOTAL. If you enter "-" (i.e. a minus sign) as the Field Argument, the TOTAL will be printed as a negative value |
Location Information
The following fields print information from the record in the
Locations setting for the Location specified in the Invoice (on the
'Del. Terms' card):
| Field in Form Template | Prints (from Location) |
| |
| Location Address | Address. This information will be printed on separate lines, so you should specify a Line Height for this field |
| Location Contact | Contact |
| Location E-mail | E-mail |
| Location Fax | Fax |
| Location Name | Name |
| Location Phone | Telephone |
Note: use the "Location" field to print the Location itself, taken from the Location field in the Invoice.
Loyalty Card Information
The following fields print information relating to the
Loyalty Card specified in the
Invoice being printed:
| Field in Form Template | Prints |
| |
| Loyalty Card Level | Membership Level from the Invoice |
| Loyalty Card Number | Card Number |
| Points Earned | Loyalty Points from the Invoice |
| Points End Balance | Loyalty Points on the Loyalty Card after the Invoice was saved (Forward Balance + Points Earned - Points Redeemed) |
| Points Forward Balance | Loyalty Points on the Loyalty Card prior to the Invoice being entered |
Order Information
In an Invoice that was created from an Order or Delivery, the following fields will print information from the relevant record in the Order register:
| Field in Form Template | Prints (from Order) |
| |
| Customer Order Number | Cust. Ord. No. (the "Customer Order number from Invoice" field will print the Cust. Ord. No. from the Invoice, which will usually be the same) |
| Deliveries made from Order | The Nos of each Delivery created from the Order, printed as a string separated by commas |
| Number of Order Rows | Number of rows in the Order (including header lines, subtotal lines etc) |
| Official Serial Number of Order | Official No. |
| Order Address | Name and Invoice Address. This information will be printed on separate lines, so you should specify a Line Height for this field |
| Order Base Currency Rate | Base Currency Rate, expressed as a ratio |
| Order Comment | Comment |
| Order Date (orddatum) | Date |
| Order Delivery Address | Delivery Address. This information will be printed on separate lines, so you should specify a Line Height for this field |
| Ordering Customer Name | Name from the Invoice (if the Invoice has an Original Customer) or Name from the Order from which the Invoice was created (otherwise) |
| Ordering Customer Name and Address | If the Invoice has an Original Customer, the Name (if you are using the Organisation Name option in the Form Settings setting) and Invoice Address from the Order from which the Invoice was created or, otherwise, the Name (depending on the Organisation Name option) and Delivery Address from the last Delivery created from that Order. Prints blank from Invoices that were not created from Orders or Deliveries. This information will be printed on separate lines, so you should specify a Line Height for this field |
| Ordering Customer Number | Original Customer from the Invoice or, if blank, the Customer from the Order from which the Invoice was created |
| Planned Delivery Date (planship) | Planned Delivery |
| Total Order Quantity | Total Quantity |
Note: use the "Order Number" field to print the Order Number, taken from the Order No. field in the Invoice.
In an Invoice that was created from an Order, the fields listed below will print information from the last Delivery created from that Order. In an Invoice created from a Delivery, these fields will print information from that Delivery:
| Field in Form Template | Prints (from Delivery) |
| |
| Delivery Address | Name (if you are using the Organisation Name option in the Form Settings setting) and Delivery Address from the last Delivery created from the relevant Order or, if the Invoice was not created from an Order or Delivery, the Delivery Address from the Invoice (the first line of this address will only be printed if you are using the Organisation Name option). This information will be printed on separate lines, so you should specify a Line Height for this field |
| Delivery Date | Date |
| Official Serial Number of Last Delivery | Official No. |
| Ordering Customer Name and Address | If the Invoice has an Original Customer, the Name (if you are using the Organisation Name option in the Form Settings setting) and Invoice Address from the Order from which the Invoice was created or, otherwise, the Name (depending on the Organisation Name option) and Delivery Address from the last Delivery created from that Order. Prints blank from Invoices that were not created from Orders or Deliveries. This information will be printed on separate lines, so you should specify a Line Height for this field |
| Supplier Code | No. |
| Transport Number | Transport No. |
If the Invoice being printed was created from an Order or Delivery and contains at least one Down Payment row (i.e. a row deducting the value of a Down Payment Invoice previously created from the same Order), the fields listed below will print information from those rows and the connected Down Payment Invoices. The fields named "Downpay VAT..." (except Downpay VAT %) will print negative figures: if you need positive figures, enter "-" (i.e. a minus sign) as the Field Argument.
In all cases, you should specify a Line Height for these fields in case there is more than one Down Payment Invoice and/or in case more than one VAT Code was used. Note that these fields are not printed once per Down Payment row. Instead, the first two fields alphabetically will be printed once per Down Payment Invoice (allowing you to add a table to the Form Template listing Down Payment Invoices with dates), while the others will be printed once per VAT Code (allowing you to add a table to the Form Template listing various totals for each VAT Code used in Down Payment rows).
| Field in Form Template | Prints |
| |
| Downpayment Date | Prints as a list the Transaction Date(s) of the Down Payment Invoice(s) connected to the Down Payment row(s). |
| This field will only print a value if you are using the Details on Invoice option in the Down Payments setting |
| Downpayment No. | Prints as a list the No(s). of the Down Payment Invoice(s) connected to the Down Payment row(s). |
| This field will only print a value if you are using the Details on Invoice option in the Down Payments setting |
| Downpay VAT % | Prints as a list the VAT percentage(s) from the VAT Code(s) used in the Down Payment row(s) |
| Downpay VAT Base | The sum of the values excluding VAT from the Down Payment row(s), printed as a list with one figure for each VAT Code |
| Downpay VAT Base in Base Currency 1 | The sum of the values excluding VAT from the Down Payment row(s), printed as a list with one figure for each VAT Code, converted to Base Currency 1 |
| Downpay VAT Base in Base Currency 2 | The sum of the values excluding VAT from the Down Payment row(s), printed as a list with one figure for each VAT Code, converted to Base Currency 2 |
| Downpay VAT Total | The sum of the values including VAT from the Down Payment row(s), printed as a list with one figure for each VAT Code |
| Downpay VAT Total in Base Currency 1 | The sum of the values including VAT from the Down Payment row(s), printed as a list with one figure for each VAT Code, converted to Base Currency 1 |
| Downpay VAT Total in Base Currency 2 | The sum of the values including VAT from the Down Payment row(s), printed as a list with one figure for each VAT Code, converted to Base Currency 2 |
| Downpay VAT Value | The sum of the VAT values from the Down Payment row(s), printed as a list with one figure for each VAT Code |
| Downpay VAT Value in Base Currency 1 | The sum of the VAT values from the Down Payment row(s), printed as a list with one figure for each VAT Code, converted to Base Currency 1 |
| Downpay VAT Value in Base Currency 2 | The sum of the VAT values from the Down Payment row(s), printed as a list with one figure for each VAT Code, converted to Base Currency 2 |
If the Invoice being printed was created from an Order or Delivery and contains at least one Down Payment row (i.e. a row deducting the value of a Down Payment Invoice previously created from the same Order), the following fields will print various totals that take the Down Payment rows into account:
| Field in Form Template | Prints |
| |
| Down Paid | The total value of the Down Payment rows, excluding VAT |
| Down Paid VAT | The total VAT value of the Down Payment rows |
| Down Paid without VAT | The total value of the Down Payment rows, excluding VAT |
| Sum After Down Payment | Sum + the total value of the Down Payment rows, excluding VAT |
| To Pay Before Down Payment | TOTAL + the total value of the Down Payment rows, including VAT |
| VAT After Down Payment | Sum + the total VAT value of the Down Payment rows |
Payment Information
When printing an SL Touch-Screen Invoice or a standard Invoice in which there is a payment that was added using the
'Add Cash Line' or
'Add Credit Card Line' functions, the following fields print the amounts paid using various payment methods:
| Field in Form Template | Prints |
| |
| Cash Value | Prints the amount paid by cash or cheque or the redemption of Loyalty Card points |
| Credit Card Total | Prints the amount paid by credit card |
| Gift Voucher Received Total | Prints the amount paid by the redemption of Gift Vouchers |
| Payment Rows Total | Prints the total amount paid (i.e. the sum of the figures printed by the "Cash Value", "Credit Card Total" and "Gift Voucher Received Total" fields) |
| Returned Value | Prints the value of change given to the Customer as a positive figure (or the amount still owing as a negative figure if the Customer did not pay the full amount). In the case of an Invoice without any payment lines, this field will print the TOTAL as a negative figure |
The following fields allow you to add a table to the Form listing the Payment Modes (i.e. payment methods) used in the Invoice together with total amounts. These fields will each be printed once for each Payment Mode used in an Invoice. You should specify a Line Height in these fields, and set the Format to "Header":
| Field in Form Template | Prints |
| |
| Payment Mode Summary (Amount) | Amount paid using the Payment Mode |
| Payment Mode Summary (Text) | Comment from the Payment Modes setting |
Credit card information:
| Field in Form Template | Prints |
| |
| Credit Card Slip Note, Credit Card Slip Note 2 | If you process credit card payments through PC EFTPOS (Australia and New Zealand), Point or Rahaxi (Finland) or SteriaPay (Norway), records will be created in the Credit Card Slip register from each Invoice paid by credit card. Attached to each Credit Card Slip will be two Notes (these are effectively the Customer and Merchant copies). If an Invoice has a related Credit Card Slip, these fields will print the text of these Notes. Enter "CUSTOMER" as the Field Argument to print the text of the Customer Note, and "MERCHANT" as the Field Argument to print the text of the Merchant Note. The text of the Notes will be printed over several lines, so you should specify a Line Height for these fields |
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Introduction to Forms in the Sales Ledger
