Invoice Printout Fields

The following table lists the sections and fields available in invoice printout template.

Section

Field Name

Field ID

Description

Header

Company Logo

companyinformation.logoUrl

Company logo on the Company Information record

Record Title

record@title

Invoice

Company Name

companyinformation.companyname

Company name on the Company Information record

Company Address

companyinformation.addresstext

Company address on the Company Information record

Date

record.trandate

Date field value on the transaction record

Invoice #

record.tranid

Transaction ID field value on the transaction record

Due Date

record.duedate

Due Date field value on the transaction record

Terms

record.terms

Terms field value on the Billing subtab of the transaction record

PO #

record.otherrefnum

PO # field value on the transaction record

Shipping Method

record.shipmethod

Shipping Method field value on the Shipping subtab of the transaction record

Billing Information

Bill To:

record.billaddress

Billing Address field value on the Billing subtab of the transaction record

Shipping Information

Ship To:

record.shipaddress

Shipping Address field value on the Shipping subtab of the transaction record

Grid Table

Grid Table Name

Any of the following:

  • item.custcol_gridoe_hidden_parentdispname (parent item's display name)

  • item.custcol_gridoe_hidden_parentname (parent item's item name)

For grid matrix templates, if the parent item's Display Name/Code field value is available, this value becomes the grid table name. Otherwise, the parent item's Item Name/Number field value becomes the grid table name.

Items using grid item templates are shown on the item list.

Quantity

-

Calculated sum of quantities for each row attribute

Total Quantity

-

Calculated total of grid table quantities

This value is located at the bottom of the Quantity column on the grid table.

Row Attribute Values

gridData.grid.data[n].rowattribute

Row attributes on the grid template

Column Attributes Header Label

gridData.grid.header[n].name

Column attributes on the grid template

Column Attributes Item Quantity

item.quantity

Item quantity for each column attribute

Column Attributes Total Quantity

-

Calculated total of column attribute quantities

This value is located at the bottom of each column attribute on the grid table, which appears only on single grid tables.

Rate

item.rate

Rate of each item

Amount

item.amount

Calculated sum of amounts for each row attribute

Ideally, this value is equivalent to the aggregate total of each item quantity multiplied by the respective rate. When you override the price of any item in the amount column on the transaction record, the Amount field value in the printout also changes, causing amount discrepancies.

Total Amount

-

Calculated total amountThis value is located at the bottom of the Amount column on the grid table.

Item List

Quantity

item.quantity

Quantity of each item on the item list

Total Quantity

-

Calculated total of item list quantities

This value is located at the bottom of the Quantity column on the item list.

Item

item.item

Item name on the transaction record

Name

Any of the following:

  • item.custcol_gridoe_hidden_displayname (item's display name)

  • item.item (item name)

If the item's Display Name/Code field value is available, this value becomes the name. Otherwise, the item's Item Name/Number field value becomes the name.

Rate

item.rate

Rate of each item

Amount

item.amount

Amount of each item

Ideally, this value is equivalent to the aggregate total of each item quantity multiplied by the respective rate. When you override the price of any item in the amount column on the transaction record, the Amount field value in the printout also changes, causing amount discrepancies.

Total Amount

-

Calculated total amount

This value is located at the bottom of the Amount column on the item list.

Summary

Subtotal

-

Calculated sum of all grid table total amounts and item list total amounts

Discounts

item.amount (Discount)

Calculated sum of all line-item and transaction discounts on the transaction record

For more information about discount items, see Discount Items on the Help Center.

Markups

item.amount (Markup)

Calculated sum of all markup items on the item sublist of the transaction record

For more information about markup items, see Markup Items on the Help Center.

Tax Total

record.taxtotal

Tax Total field value in the Summary section of the transaction record

GST/HST

record.taxtotal

(For Canadian subsidiaries only) GST/HST field value in the Summary section of the transaction record

PST

record.tax2total

(For Canadian subsidiaries only) PST field value in the Summary section of the transaction record

Shipping Total

record.altshippingcost + record.althandlingcost

Calculated sum of Shipping Cost and Handling Cost field values in the Summary section of the transaction record

Gift Certificate

record.giftcertapplied

Gift Certificate field value in the Summary section on the transaction record

Grand Total Quantity

-

Calculated sum of all item quantities on the transaction record

Grand Total Amount

record.total

Total field value in the Summary section of the transaction record

Important:

The grand total amount may be different from the aggregate sum of amounts on the transaction, especially in cases where you use line item discounts and custom price levels.

Footer

Bar Code

-

Transaction bar code

Page Number

-

Current page number

For more information about the fields and field IDs that you can use in customizing the grid print template for invoice, see Standard Invoice PDF/HTML Template.

For information about the other printout fields, see the following topics:

Related Topics

General Notices