Please see below Invoice Document Template.
For templates for other custom documents please refer to the list on document fields for custom templates.
Invoice Document Template
|
Field name |
Editable? |
Description |
|
Contact / Supplier Information |
|
|
|
«ContactReference» |
Y |
Reference number of Contact (Customer or Supplier) |
|
«ContactName» |
Y |
Name of Contact (Customer or Supplier) |
|
«ContactBillingAddress» |
Y |
Billing Address of Contact (Customer or Supplier) |
|
«ContactPostalAddress» |
Y |
Postal Address of Contact (Customer or Supplier) |
|
«ContactPhone» |
Y |
Phone Number of Contact (Customer or Supplier) |
|
«ContactMobile» |
Y |
Mobile Number of Contact (Customer or Supplier) |
|
«ContactEmail» |
Y |
Email of of Contact (Customer or Supplier) |
|
«AttentionOf» |
Y |
Attention Of |
|
«ContactTaxDisplayName» |
Y |
Tax Name |
|
«ContactTaxNumber» |
Y |
Tax Number |
|
Company Info |
|
Editable in Settings > Locations |
|
«CompanyName» |
Y |
You Company Name |
|
«CompanyPostalAddress» |
Y |
Your Company Address |
|
«CompanyPhone» |
Y |
Your Company Phone Number |
|
«CompanyNumber» |
Y |
Your Company Registered Number |
|
«CompanyTaxNumber» |
Y |
Your Company Tax Number (VAT Number in EU) |
|
«CompanyTaxName» |
|
Tax Name |
|
Repair Information for Jobs |
|
N.B. Must be inside «TableStart:RepairItem» |
|
«RequestedNote» |
Y |
Repair “Requested” From Job Card Repair Line |
|
«RequiredNote» |
Y |
Repair “Required” From Job Card Repair Line |
|
«InternalNote» |
|
Repair “Internal” From Job Card Repair Line |
|
«Hours» |
Y |
Repair “Hours” From Job Card Repair Line |
|
«RepairType» |
|
Repair Type |
|
|
|
|
|
Invoice |
|
|
|
«DocTitle» |
N |
Draft & Type |
|
«InvoiceDate» |
Y |
Invoice Date |
|
«InvoiceDueDate» |
Y |
Invoice Payment Due Date |
|
«InvoiceNumber» |
Y |
Invoice Number |
|
«InvoiceReference» |
Y |
Invoice Reference e.g. Purchase order Number |
|
«InvoiceCurrency» |
Y |
Invoice Currency |
|
«InvoiceNotes» |
Y |
Invoice Notes |
|
|
|
|
|
Line Item Information |
|
N.B. Must be inside «TableStart:LineItem» |
|
«Description» |
Y |
Line Item Description |
|
«Quantity» |
Y |
Line Item Quantity |
|
«UnitAmount» |
Y |
Line Item Unit Amount |
|
«Discount» |
Y |
Line Item Discount |
|
«FriendlyTaxName» |
Y |
Line Item Textual Name for Tax Group e.g. “Standard Rate” |
|
«Tax» |
Y |
Line Item Tax Amount |
|
«LineAmount» |
Y |
Line Item Total (Net) |
|
|
|
|
|
Totals/SubTotals/Tax |
|
|
|
«InvoiceSubTotal» |
Y |
Invoice Total Net (ex Tax) |
|
«InvoiceTotal» |
Y |
Invoice Total Gross (inc Tax) |
|
«InvoiceAmountDue» |
Y |
Invoice Amount Due |
|
«InvoiceTotalNetPayments» |
Y |
Total Payments |
|
«PurchaseSubTotal» |
|
Purchase Order Total Net (ex Tax) |
|
«PurchaseTotal» |
|
Purchase Order Total Gross (inc Tax) |
|
«PurchaseAmountDue» |
|
Purchase Order Amount Due |
|
«TaxCode» |
Y |
Shows either: |
|
«TaxPercentage» |
Y |
Tax Percentage |
|
«TaxTotal» |
Y |
Total Tax |
|
|
|
|
|
Job Information |
|
|
|
«JobNo» |
Y |
Job Number |
|
«DueIn» |
Y |
Job Due In date |
|
«Advisors» |
Y |
Job Advisor |
|
«Bay» |
|
Job Bay Number/Description |
|
«OrderNo» |
|
Job Reference (External) |
|
«Technicians» |
|
Job Technician |
| «TrackerNo» |
|
Job Tracker Number |
| «OrderNo» |
|
Job Order Number |
|
Vehicle |
|
|
|
«Plate» |
Y |
Vehicle Plate/Reg |
|
«VIN» |
Y |
Vehicle VIN |
|
«Make» |
Y |
Vehicle Make |
|
«Model» |
Y |
Vehicle Model |
|
«AnnualCheckDate» |
Y |
Vehicle Annual Check Date (e.g. MOT) |
|
«ServiceDate» |
Y |
Vehicle Service Date |
|
«RegDate» |
|
Vehicle Registered Date |
|
«Colour» |
|
Vehicle Colour |
|
«Trim» |
|
Vehicle Trim |
|
«WarrantyDate» |
|
Vehicle WarrantYExpirYDate |
|
«Gearbox» |
|
Vehicle Gearbox |
|
«Odometer» |
Y |
Vehicle Odometer Reading e.g. 10,000 |
|
«OdometerType» |
Y |
Vehicle Odometer Type (Miles or Km) |
|
|
|
|
|
Stock |
|
|
|
«StockNumber» |
Y |
Stock Number |
|
«FinanceOwed» |
Y |
Outstanding finance |
|
«DeliveryDate» |
Y |
deliver date |
|
«PurchaseDate» |
Y |
Purchase date |
|
«RetailPrice» |
Y |
Retail price |
|
«StockNotes» |
Y |
Notes |
|
«StockCost» |
Y |
Cost ex finance |
|
«StockTotal» |
Y |
Total cost |
|
«StockPlate» |
Y |
Vehicle registration |
|
«StockMake» |
Y |
Vehicle make |
|
«StockOdometerType» |
Y |
Vehicle Odometer measure name |
|
«StockModel» |
Y |
Vehicle Model |
|
«StockRegDate» |
Y |
Vehicle Registration date |
|
«StockVIN» |
Y |
Vehicle VIN |
|
«StockGearbox» |
Y |
Vehicle gear box |
|
«StockColour» |
Y |
Vehicle Colour |
|
«StockTrim» |
Y |
Vehicle trim |
|
«StockDerivative» |
Y |
Vehicle derivative |
|
«StockOdometer» |
Y |
Vehicle odometer reading |
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