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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