Knowledgebase
Template Variables - Invoice
Posted by on 27 July 2012 12:33 PM

Date and code

Code to paste to template

Information to be displayed in the saved document

\STATUS\

Invoice status

Example:

Expected within 30 days, Settled 5 days earlier

\DATE_DUE\

\SETTLEMENT_DATE\

Date when invoice is due in following format:

10/4/2006

\DATE_DUE_LONG\

\SETTLEMENT_LONGDATE\

\DUE_DATELONG\

Date when invoice is due in following format:

Monday, October 04, 2006

\INVOICE_DATE\

\INV_DATE\

Date invoice sent in following format:

10/4/2006

\INVOICE_DATE_LONG\

\INV_LONGDATE\

Date invoice sent in following format:

Monday, October 04, 2006

\INVOICE_CODE\

\INV_CODE\

Invoice code

\INVOICE_GLOBAL_CODE\

\INV_GLOBAL\

\INV_GLOBALLONG\

Invoice global code

\NOTES\

\INVOICE_NOTES\

Invoice notes from Notes tab of Edit Invoice window

 

Invoice totals

Code to paste to template

Information to be displayed in the saved document

\INVOICE_TOTAL\

Invoice total in client's currency

\INVOICE_TOTAL_BASE\

Invoice total in base currency

\JOBS_TOTAL\

Jobs total in client's currency

\JOBS_TOTAL_BASE\

Jobs total in base currency

\NET_JOBS_TOTAL\

Jobs total with discounts in client's currency

\NET_JOBS_TOTAL_BASE\

Jobs total with discounts in base currency

\VOLUME_BASE\

Jobs total volume in base units

 

 

Taxes

Code to paste to template

Information to be displayed in the saved document

\TAX1\

Indicates if the tax 1 has been added; used in algorithms (If tax 1 exists = True, if it doesn’t = False)

\TAX1_NAME\

Tax 1 name

\TAX1_PERCENTS\

Tax 1 value in percents

\TAX1_VALUE\

Tax 1 value in client's currency

\TAX1_VALUE_BASE\

Tax 1 value in base currency

\TAX2\

Used in algorithms (If tax 2 exists = True, if it doesn’t = False)

\TAX2_NAME\

Tax 2 name

\TAX2_PERCENTS\

Tax 2 value in percents

\TAX2_VALUE\

Tax 2 value in client's currency

\TAX2_VALUE_BASE\

Tax 2 value in base currency

\TAXES\

Indicates whether the taxes in Tax fields are set; used in algorithms (If any tax is set = True, if it they are not = False)

\AFTER_TAX1\

Total in client's currency after Tax 1 applied

\AFTER_TAX1_BASE\

Total in base currency after Tax 1 applied

 

Discounts

Code to paste to template

Information to be displayed in the saved document

\DISCOUNT1\

Indicates if the discount/markup in the Discount/Markup field is set; used in algorithms (If discount 1 exists = True, if it does not = False)

\DISCOUNT1_NAME\

Discount 1 name

\DISCOUNT1_PERCENTS\

Discount 1 value in percents

\DISCOUNT1_VALUE\

Discount 1 value in client's currency

\DISCOUNT1_VALUE_BASE\

Discount 1 value in base currency

\DISCOUNT2\

Indicates if the discount/markup in the Discount/Markup field is set; used in algorithms (If discount 2 exists = True, if it does not = False)

\DISCOUNT2_NAME\

Discount 2 name

\DISCOUNT2_PERCENTS\

Discount 1 value in percents

\DISCOUNT2_VALUE\

Discount 2 value in client's currency

\DISCOUNT2_VALUE_BASE\

Discount 2 value in base currency

\DISCOUNTS\

Indicates if the discounts/markups in the Discount/Markup fields are set; used in algorithms (If any discount is set = True, if there are no = False)

\AFTER_DISCOUNT1\

Total in client's currency after Discount 1 applied

\AFTER_DISCOUNT1_BASE\

Total in base currency after Discount 1 applied

 

Payment status variables

Code to paste to template

Information to be displayed in the saved document

\INVOICE_DUE\

Balance due in client's currency

\INVOICE_DUE_BASE\

Balance due in base currency

\INVOICE_PAID\

Total payments linked to this invoice in client's currency

\INVOICE_PAID_BASE\

Total payments linked to this invoice in base currency

\INV_IS_PAID\

Used in algorithms (If the invoice is paid = True, if it’s not = False)

\BEFORE_ADJUSTMENTS\

Invoice total in client's currency, excluding adjustments

\BEFORE_ADJUSTMENTS_BASE\

Invoice total in base currency, excluding adjustments

\ADJUSTMENTS_VALUE\

Value of the adjustments in client's currency

\ADJUSTMENTS_VALUE_BASE\

Value of the adjustments in base currency

\ADJUSTMENTS_DESCR\

Description of the adjustments

\INVOICE_PAYMETHOD\

Invoice payment method.

\INVOICE_PAYMETHOD_DESCR\

Payment method description.

 

Client Job Variables in Invoice

Code to paste to template

Information to be displayed in the saved document

\DTLINKJOBS:CJOB_PONUMB\

Client PO of the job

\DTLINKJOBS:CJOB_NAME\

Client job name

\DTLINKJOBS:CJOB_ASSIGNED\

Date the client job was assigned

\DTLINKJOBS:CJOB_DEADLINE\

Deadline of client job

\DTLINKJOBS:CJOB_ISCOMPLETED\

Completed (Boolean: True/False)

\DTLINKJOBS:CJOB_COMPLETED\

Date the client job was completed

\DTLINKJOBS:CJOB_PRICE\

Price of client job

\DTLINKJOBS:CJOB_VOLUME\

Client job volume

\DTLINKJOBS:CJOB_FEE_KIND\

Pricing (per unit, flat fee)

\DTLINKJOBS:CJOB_RATE\

Exchange rate

\DTLINKJOBS:CJOB_TOTAL\

Job total in client's currency

\DTLINKJOBS:CJOB_TOTAL_BASE\

Job total in base currency

\DTLINKJOBS:CJOB_INSTRUCTION\

Instructions of client job

\DTLINKJOBS:CJOB_WORKNOTES\

Work notes of client job

\DTLINKJOBS:CJOB_COUNTNOTES\

CATCount notes of client job

\DTLINKJOBS:SERV_NAME\

Service name of client job

\DTLINKJOBS:UNIT_NAME\

Volume units of client job

\DTLINKJOBS:PROJ_CODE\

Project code of client job

\DTLINKJOBS:CJOB_CODE\

Client job code

\DTLINKJOBS:CJOB_CLCODE\

Client Ref. of the job

\DTLINKJOBS:CCON_NAME\

Client PM of the client job

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