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Invoices - Header Fields Part 2

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.

Invoice - Address Information

The following fields print address information from the Invoice being printed

Field in Form TemplatePrints (from Invoice)
AddressName (if you are using the Organisation Name option in the Form Settings setting) and Invoice Address. This information will be printed on separate lines, so you should specify a Line Height for this field. Use the Form Settings setting to set the format of this field (e.g. to specify whether blank lines will be printed, whether parts of the address will be printed on the same line, etc.)
Address 2First line of Invoice Address
Address 3Second line of Invoice Address
Address 4Third line of Invoice Address
Address 5Fourth line of Invoice Address
Address 6Fifth line of Invoice Address
Address with AttentionName, Attention and Invoice Address. This information will be printed on separate lines, so you should specify a Line Height for this field
Delivery AddressIn an Invoice created from an Order or Delivery, the 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. Use the Form Settings setting to set the format of this field (e.g. to specify whether blank lines will be printed, whether parts of the address will be printed on the same line, etc.)
Delivery Address 5Fifth line of the Delivery Address or, if the first line of the Delivery Address is blank, the fourth line of the Invoice Address. Use the "Shipment Address 3-6" fields to print the first lines of the Delivery Address
Delivery Address 6Sixth line of the Delivery Address or, if the first line of the Delivery Address is blank, the fifth line of the Invoice Address
Ordering Customer Name and AddressIf 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. Use the Form Settings setting to set the format of this field (e.g. to specify whether blank lines will be printed, whether parts of the address will be printed on the same line, etc.)
Shipment AddressDelivery Address. The first line of this address will only be printed if you are using the Organisation Name option in the Form Settings setting. This information will be printed on separate lines, so you should specify a Line Height for this field. Use the Form Settings setting to set the format of this field (e.g. to specify whether blank lines will be printed, whether parts of the address will be printed on the same line, etc.).
If the VAT Law in the Company Info setting is set to "Portuguese", this field will print the Invoice Address if an Invoice does not have a Delivery Address. If the Plan. Sent Date or Plan. Sent Time in an Invoice are blank, this field will not print anything
Shipment Address 2Delivery Address or, if the first line of the Delivery Address is blank, the Name and Invoice Address. The first line of this address will only be printed if you are using the Organisation Name option in the Form Settings setting. This information will be printed on separate lines, so you should specify a Line Height for this field. Use the Form Settings setting to set the format of this field (e.g. to specify whether blank lines will be printed, whether parts of the address will be printed on the same line, etc.)
Shipment Address 3First line of the Delivery Address or, if blank, the Name
Shipment Address 4Second line of the Delivery Address or, if the first line of the Delivery Address is blank, the first line of the Invoice Address
Shipment Address 5Third line of the Delivery Address or, if the first line of the Delivery Address is blank, the second line of the Invoice Address
Shipment Address 6Fourth line of the Delivery Address or, if the first line of the Delivery Address is blank, the third line of the Invoice Address. Use "Delivery Address 5" and "Delivery Address 6" to print the remaining two lines of the Delivery Address

Invoice - Official Serial Number information

The following fields print information regarding the Official No. of an Invoice, taken from the Invoice being printed or from the relevant row in the Legal Record Numbers setting for the Official No.

Field in Form TemplatePrints (from Invoice or Legal Record Numbers setting)
Legal Invoice No. Approval NumberApproval No. in the relevant row in the Legal Record Numbers setting
Legal Invoice No. Approval YearApproval Year in the relevant row in the Legal Record Numbers setting
Legal Invoice No. Certificate NumberCertificate No. in the relevant row in the Legal Record Numbers setting
Official Serial NumberIn Portugal (i.e. if the VAT Law in the Company Info setting is set to "Portuguese"), prints the Official No. in the correct format. Elsewhere, prints the Official No. 2 if there is one or the Official No. otherwise.
If Official Nos. are generated from a row in the Legal Record Numbers setting in which the No. per Page field contains "Official No per Page" (i.e. if each page in a multi-page Invoice will have a separate Official No.), do not use this field and instead use the "Official Serial Number per Page" field
Official Serial Number 2Official No. 2
Official Serial Number per PageIf the Official No. of an Invoice was generated from a row in the Legal Record Numbers setting in which the No. per Page field contains "Official No per Page", each page in a multi-page Invoice will have a separate Official No. The Official No. field in the header of the Invoice record will display the first and last Official Nos separated by a colon. This field will print the relevant Official No. on each page.
If you have some rows in the Legal Record Numbers setting in which the No. per Page field contains "Official No per Page" and some in which it contains "Default", it is recommended that you specify a Classification in each row, and that you assign the relevant Classification to each Customer. You should also specify a Language for each Customer. Then design a separate Invoice Form Template for each Language, including the "Official Serial Number per Page" or "Official Serial Number" fields as appropriate
Official Serial Number Serie Serie in the relevant row in the Legal Record Numbers setting
Official Serial Number without SerieOfficial No. (without the Serie specified in the relevant row in the Legal Record Numbers setting)

Customer Information

The following fields print information taken from the record in the Contact register for the Customer

Field in Form TemplatePrints (from Customer)
ANA Code ANA Code
Country Code (Customer)ISO Code from the record in the Countries setting for the Country or the Country itself
Country NameCountry Name from the record in the Countries setting for the Country
Customer CommentComment ('Company' card)
Customer Name, jewelleryPrints Salutation 1 + Salutation 2 + Salutation 3 + ANA Code, separated by spaces (these fields are renamed Title, First Name, Last Name and Suffix respectively in the Jewellery interface)
Customer Registration No. 1Reg. No. 1
Customer Registration No. 2Reg. No. 2
DepartmentDepartment
E-mail CustomerE-mail
From AddressName, Invoice Address and Country. This information will be printed on separate lines, so you should specify a Line Height for this field
Invoice To Name and Invoice Address. This information will be printed on separate lines, so you should specify a Line Height for this field
MobileMobile
User Date Customer 1The first user defined date field
User Date Customer 2The second user defined date field
User Date Customer 3The third user defined date field
User Text Customer 1The first user defined text field
User Text Customer 2The second user defined text field
User Text Customer 3The third user defined text field
User Text Customer 4The fourth user defined text field
User Text Customer 5The fifth user defined text field
User Value Customer 1The first user defined value field
User Value Customer 2The second user defined value field
User Value Customer 3The third user defined value field

Note: use the "Balance" field if you need to print the current balance for the Customer.

Customer Bank Information

The following fields print information taken from the record in the Contact register for the Customer:

Field in Form TemplatePrints (from Customer)
Account OperatorAccount Operator
Bank AccountBank Account

The following fields print information taken from the record in the Banks setting for the Account Operator specified in the Contact record for the Customer:

Field in Form TemplatePrints (from Bank)
Account Operator NameName
Bank Corresponding AccountExpense Account

The following fields print information taken from the record in the Banks setting for the Account Operator specified in the Invoice or, if blank, in the Bank Account 2 field in the Contact record for the Customer:

Field in Form TemplatePrints (from Bank)
Account Operator 2 Code
Bank Account 2Account (IBAN)
Bank BIC/SWIFT 2 BIC (SWIFT)
Bank Corresponding Account 2Expense Account
Bank Name 2 Name

If the Invoice has an Original Customer (on the 'Price List' card), the following fields print information from the record in the Contact register for that Original Customer:

Field in Form TemplatePrints (from Original Customer or Bank)
Account Operator Name (Ord. Customer) Code from the record in the Banks setting for the Account Operator
Bank Account (Ord. Customer) Bank Account or, if blank, Account (IBAN) from the record in the Banks setting for the Account Operator
Bank BIC/SWIFT (Ord. Customer)BIC (SWIFT) from the record in the Banks setting for the Account Operator
Bank Corresponding Account (Ord. Customer)Expense Account from the record in the Banks setting for the Account Operator
Bank Name (Ord. Customer)Name from the record in the Banks setting for the Account Operator

Contact Person Information

The following fields print information from the record in the Contact register for the Contact Person specified in the Attention field in the Invoice or, if there is no record for the Contact Person, from the Contact record for the Customer:

Field in Form TemplatePrints (from Contact Person or Customer)
Contact Person TitleCourtesy Title
Salutation 1Salutation 1
Salutation 2Salutation 2
Salutation 3Salutation 3

Note: use the "Your (customers) Reference" field to print the name of the Contact Person, taken from the Attention field in the Invoice.

Branch Information

The following fields print information from the record in the Contact register for the Branch specified in the Invoice (on the 'Del. Terms' card):

Field in Form TemplatePrints (from Branch)
Branch Account OperatorAccount Operator
Branch AddressName and Address. This information will be printed on separate lines, so you should specify a Line Height for this field
Branch Bank AccountBank Account
Branch Bank Account 2Bank Account 2
Branch E-mailE-mail
Branch FaxFax
Branch IBANIBAN Code
Branch PhoneTelephone
Branch Primary ContactPrimary Contact
Branch Registration No. 1Reg. No. 1
Branch Registration No. 2Reg. No. 2
Branch WWW AddressWeb Site

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