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The table below lists and describes the system-defined components that are available for invoices and credit notes.

The table shows the default name of each system-define component. These names can be modified to suit your requirements. For each component that is listed, the table indicates the database fields or objects that are included within each component by default to display variable information or other objects on a document. The table also identifies which additional database fields can be included within each component.

Default Component Name

Description

 

Field

 

What does it display?

 

 

Is it included by default?

Heading

Displays a heading for the invoice/credit note.

 

None.

 

Literal header text as defined by the component label.

 

 

Yes

 

 

 

Any additional general invoice/credit note database fields.

 

Refer

to

to General Invoice & Credit Note Fields for a list of the available fields and what each field displays.

 

 

No

Logo

Displays a logo/image on the invoice/credit note.

 

Allows you to browse for and select an image file that is to be displayed as a logo on the document. Acceptable file types are PNG, .JPEG, .BMP, .GIF and a size limit of 1Mb applies.

Alternatively, select

the

the Use Billing Company Logo

field

 field to automatically use the logo of the applicable billing company on the invoice/credit notes. Note that if this option is used, when the billing company logo

is changed

is changed the new logo will be printed on all invoices/credit notes, including historic invoices/credit notes.

 

 

 

 

 

Billing Details - Header

Groups billing company details on the invoice

 

BillingCompanyName

 

Displays the name of the billing company that issues the invoice/credit note.

 

 

Yes

 

 

 

PayCompanyContact

 

Displays the first name and surname of the contact person for the billing company that issues the invoice/credit note.

 

 

Yes

 

 

 

BillingCompanyAddressLine1

 

Displays address line 1 of the contact address for the billing company that issues the invoice/credit note.

 

 

Yes

 

 

 

BillingCompanyAddressLine2

 

Displays

Displays address line 2 of the contact address for the billing company that issues the invoice/credit note.

 

 

Yes

 

 

 

BillingCompanyAddressLine3

 

Displays the contact address suburb, state (if applicable) and postcode for the billing company that issues the invoice/credit note.

 

 

Yes

 

 

 

BillingCompanyCountry

 

Displays the contact address country for the billing company that issues the invoice/credit note.

 

 

Yes

 

 

 

BillingCompanyPhone

 

Displays the contact telephone number of the billing company that issues the invoice/credit note.

 

 

Yes

 

 

 

BillingCompanyEmail

 

Displays the contact email address of the billing company that issues the invoice/credit note.

 

 

Yes

 

 

 

BillingCompanyCorporateIdentityNo

 

Displays the corporate identity number* of the billing company that issues the invoice/credit note.

*The name of the field a billing company record that capture the corporate identity number is configurable via

the *

the Corporate Identity Number Label

field

 field in

Recruitme nt

 Recruitment Maintenance > Maintain Locations

and

 and Brands.

 

 

Yes

 

 

 

Any additional general invoice/credit note database fields.

 

Refer

to

to General Invoice & Credit Note Fields for a list of the available fields and what each field displays.

 

 

No

Invoice/Credit Note Details - Header

Groups and displays invoice/credit note related details on the invoice/credit note

 

DebtorCode

 

Displays the ID that uniquely identifies the debtor.

 

 

Yes

 

 

 

InvoiceNo

 

Displays the invoice/credit note number that uniquely identifies the invoice/credit note.

 

 

Yes

 

 

 

InvoiceDate

 

Displays the date on which the invoice/credit note was issued.

 

 

Yes

 

 

 

InvoiceTerms

 

Displays the payment terms for the invoice/credit note.

 

 

Yes

 

 

 

InvoiceDueDate

 

Displays the payment due date of the invoice/credit note.

 

 

Yes

 

 

 

InvoiceCreateDate

 

Displays the date on which the invoice/credit note was created (i.e. status of invoice was set to Open).

This field is available in v11.38 onward.

 

 

Yes

 

 

 

PageNo

 

Displays the page number of the invoice/credit note.

 

 

Any additional general

Yes

 

 

 

Any additional general invoice/credit note database fields.

 

Refer

to

to General Invoice & Credit Note Fields below for a list of the available fields and what each field displays.

 

 

No

Debtor Details - Header

Groups debtor details on the invoice/credit note

 

DebtorContact

 

Displays the name of the person to whom the invoice/credit note is addressed.

For timesheet-based invoices/credit notes, this is either of the following:

  • The person who is identified as

the o rder
  • the order by contact

on
  •  on the job order to which the invoice/credit note corresponds - this applies if the data grouping of the invoice/credit note is any of the following:

    • Job

    • Job and Project Code

    • Order By Contact

    • Order By Contact and Purchase Order Number

  • The person who is identified as

the bi ll
  • the bill to contact

on
  •  on the applicable set of invoice delivery details - this applies if the data grouping of the invoice/credit note is any of the following:

    • Cost Centre

    • Debtor

    • Job Family

    • PO Number

    • Project Code.

For manual invoices/credit notes this is taken from

the

the bill to contact

on

 on the applicable set of invoice delivery details.

 

 

Yes

 

 

 

DebtorName

 

Displays the name of the debtor company to whom the invoice/credit note is issued.

 

 

Yes

 

 

 

DebtorBillingDepratment

 

Displays the name of the

debtor's

debtor’s billing department.

 

 

Yes

 

 

 

 

DebtorAddress1

 

Displays address line 1 of the debtors contact address, client

contact's

contact’s address or the cost centre address depending on the setting of

the

the bill to address

on

 on the applicable set of invoice details.

 

 

Yes

 

 

 

 

DebtorAddress2

 

Displays address line 2 of the debtors contact address, client

contact's

contact’s address or the cost centre address depending on the setting of

the

the bill to address

on

 on the applicable set of invoice details.

 

 

Yes

 

 

 

 

DebtorAddress3

 

Displays the suburb, state and postcode* of the debtors contact address, client

contact's

contact’s address or the cost centre address depending on the setting of

the bi ll

the bill to address

on

 on the applicable set of invoice details.

*The exact address format is configurable in

Recruitment

 Recruitment Maintenance > Maintain Locations

and

 and Brands.

 

 

Yes

 

 

 

 

DebtorCountry

 

Displays the country of the debtors contact address, client

contact's

contact’s address or the cost centre address depending on the setting of

the

the bill to address

on

 on the applicable set of invoice details.

 

 

Yes

 

 

 

 

DebtorCorporateIdentityNo

 

Displays

Displays the ID that uniquely identifies the debtor as a legal entity for taxation purposes (e.g. Australian Business Number, Inland Revenue Department number).

This field is available in v11.38 onward.

 

 

Yes

 

 

 

 

Any additional general invoice/credit note database fields.

 

Refer

to

to General Invoice & Credit Note Fields below for a list of the available fields and what each field displays.

 

 

No

 

Invoice/Credit Items (for timesheet based invoices/credit notes only)

Groups invoice/credit items being invoiced or credited

 

TimesheetCode

 

Displays the timesheet code the uniquely identifies the timesheet being invoiced or credited.

 

 

Yes

 

 

 

 

JobCode

 

Displays the job order number being invoiced or credited.

 

 

Yes

 

 

 

 

PurchaseOrderNo

 

Displays the purchase order number with which the job order being invoiced or credit is associated.

 

 

Yes

 

 

 

 

ProjectCode

 

Displays the project code with which the job order being invoiced or credit is associated.

 

 

Yes

 

 

 

 

Payee

 

Displays the name of the payee who is or was filled on the job order being invoiced or credited.

 

 

Yes

 

 

 

 

Yes

Description

 

Displays the

agency's

agency’s name for the job position or the

client's

client’s name of the job position on the job order being invoiced or credited, depending on the configuration of

the

the Use Client Position for Timesheet Invoicing

option

 option on the applicable set of invoice details.

 

 

Yes

 

 

 

 

WeekEndingDate

 

Displays the end date of the week to which the timesheet being invoiced or credited corresponds.

 

 

Yes

 

 

 

 

ItemDate

 

Displays the date on which the item being invoiced or credited occurred.

 

 

Yes

 

 

 

 

Item

 

Displays the name of the invoice/credit item.

 

 

Yes

 

 

 

 

Quantity

 

Displays the quantity of the invoice/credit item being billed or credited.

 

 

Yes

 

 

 

 

Rate

 

Displays the rate at which the invoice/credit item is being invoiced or credited.

 

 

Yes

 

 

 

 

Taxation Total

 

Displays the amount of tax applicable to the invoice/credit item.

 

 

Yes

 

 

 

 

TotalIncTax

 

Displays the total invoice/credit amount for the listed item, inclusive of tax.

 

 

Yes

 

 

 

 

Agency Fee

 

AgencyFee

Displays the agency's fee that applies to an invoice/credit item, calculated

as margi n divided by

as margin divided by pay amount.

 

 

No - additional database field

option

 

 

 

 

option

BaseSalary

 

Displays a payee's base salary. This is taken from the Exp Sal/Pkg field, if specified, or the Of Salary field on a job order for permanent jobs.

 

 

No - additional database field option

 

 

 

 

BillingFee <billing fee name>

 

Displays the name and bill rate percentage of a billing fee item that applies to an invoice item, where <billing fee name> is the name of a billing fee item that is configured under Portal > Billing > Maintenance > Billing Fee.

 

 

 

 

 

No - additional database field option

 

BillingFeeTaxationTotal

 

Displays the tax amount that is associated with a billing fee that applies to an invoice item.

 

 

No - additional database field option

 

 

 

 

BillingFeeTotal

 

Displays the monetary amount of a billing fee that applies to an invoice item.

 

 

No - additional database field option

 

 

 

 

ItemDateMax

 

Displays the date of the latest item on the invoice/credit note.

Where individual items are not itemised on the invoice/credit note, this field can be used in conjunction with

the

the ItemDateMin

field

 field to print the date range of the items being invoiced/credited.

 

 

No - additional database field option

 

 

 

 

ItemDateMin

 

Displays the date of the earliest item on the invoice/credit note.

Where individual items are not itemised on the invoice/credit note, this field can be used in conjunction with

the ItemDateMa x field

the ItemDateMax field to print the date range of the items being invoiced/credited

.

 

 

.

No - additional database field option

 

 

 

 

JobOrderPosition

 

Displays the name of the job position, as defined on the corresponding job order, to which the invoice or invoice item corresponds.

 

 

 

 

 

No - additional database field option

 

JobOrderWorkLocation

 

Displays the work location as defined on the job order to which an invoice/credit item corresponds. This field is available from v11.30 onwards.

 

 

No - additional database field option

 

 

 

 

Margin

 

Displays the agency's profit margin that applies to an invoice item, calculated as bill total – (pay total – oncosts). This will be blank for credit notes created via the Credit Rebill process.

 

 

No - additional database field option

 

OrderByContactFirstName

 

Displays the given name of the client contact who placed the job order to which the invoice or invoice item corresponds.

 

No - additional database field option

 

OrderByContactSurname

 

Displays the family name of the client contact who placed the job order to which the invoice or invoice item corresponds.

 

No - additional database field option

 

OrderByContactTitle

 

Displays the title/salutation of the client contact who placed the job order to which the invoice or invoice item corresponds.

 

No - additional database field option

 

Payee

 

Displays the payee to which an invoice/credit note item corresponds.

 

No - additional database field option

 

PayRate

 

Displays the rate of pay that applied to an invoice/credit note item. This field is available from v11.30 onwards.

 

No - additional database field option

 

PayTotal

 

Displays the pay amount that corresponds to an invoice item, calculated as item quantity x pay rate. This will be blank for credit notes created via the Credit Rebill process.

 

No - additional database field option

 

PositionType

 

Displays the type of job order to which the invoice/invoice item corresponds (i.e. temporary, contract, permanent).

 

No - additional database field option

 

ProjectCode

 

Displays the project code to which an invoice/credit note item corresponds.

 

No - additional database field option

 

Purchase Order Group

 

Displays the purchase order group to which an invoice/credit item belongs, as defined on the job order to which the item is linked.

 

No - additional database field option

 

ReportToContactFirstName

 

Displays the given name of the client contact who is the report to contact for the job order to which the invoice or invoice item corresponds.

 

No - additional database field option

 

ReportToContactSurname

 

Displays the family name of the client contact who is the report to contact for the job order to which the invoice or invoice item corresponds.

 

No - additional database field option

 

ReportToContactTitle

 

Displays the title/salutation of the client contact who is the report to contact for the job order to which the invoice or invoice item corresponds.

 

No - additional database field option

 

SiteContactFirstName

 

Displays the given name of the client contact who is the site contact for the job order to which the invoice or invoice item corresponds.

 

No - additional database field option

 

 

 

 

SiteContactSurname

 

Displays the family name of the client contact who is the site contact for the job order to which the invoice or invoice item corresponds.

 

 

No - additional database field option

 

 

 

 

SiteContactTitle

 

Displays the title/salutation of the client contact who is the site contact for the job order to which the invoice or invoice item corresponds.

 

 

No - additional database field option

 

 

 

 

TotalCharge (Ex. Tax)

 

Displays the total charge for an invoice item, exclusive of tax, calculated

as

as bill total + provider fee, where

the

the provider fee

is

 is the agency margin on the item.

 

 

No - additional database field

option

 

 

 

 

option

TotalExTax

 

Displays the total invoice/credit amount for the listed item, exclusive of tax.

 

 

No - additional database field option

 

 

 

 

WeekStartDate

 

Displays the start date of the timesheet to which an invoice item corresponds

 

 

No - additional database field option

 

Invoice/Credit Items (for non- timesheet based – Perm/Service invoices/credit notes only)

Groups invoice/credit items being invoiced or credited

 

Job Code

 

Displays the job order number of the job order being invoiced/credited.

 

 

Yes

 

 

 

 

Item

 

Displays the name of the item being invoiced/credited.

 

 

Yes

 

 

 

 

Client/JobPosition

 

Displays the name of the job position to which the invoice/credit item corresponds. If defined on the job order, the client position is used. Otherwise, the agency position is used instead.

 

 

Yes

 

 

 

 

Quantity

 

Displays the quantity of the item being invoiced/credited.

 

 

Yes

 

 

 

 

Rate

 

Displays the rate at which an item is invoiced/credited

.

 

 

.

Yes

 

 

 

 

Total Ex. Tax

 

Displays the total amount being invoiced/credited for the listed item, exclusive of tax.

 

 

 

 

 

Yes

 

Tax Total

 

Displays the amount of tax applicable to the item being invoiced/credited.

 

 

Yes

 

 

 

 

Total Inc. Tax

 

Displays the total amount being invoiced/credited for the listed item, inclusive of tax.

 

 

Yes

 

 

 

 

Agency Fee

 

Displays the agency's fee that applies to an invoice/credit item, calculated

as margi n divided by

as margin divided by pay amount.

 

 

No - additional database field option

 

 

 

 

BaseSalary

 

Displays a payee's base salary. This is taken from the Exp Sal/Pkg field, if specified, or the Of Salary field on a job order for permanent jobs.

 

 

No - additional database field option

 

 

 

 

BillingFee <billing fee name>

 

Displays the name and bill rate percentage of a billing fee item that applies to an invoice item, where <billing fee name> is the name of a billing fee item that is configured under Portal > Billing > Maintenance > Billing Fee.

 

 

No - additional database field option

 

BillingFeeTaxationTotal

 

Displays the tax amount that is associated with a billing fee that applies to an invoice item.

 

No - additional database

ield

field option

 

 

BillingFeeTotal

 

Displays the monetary amount of a billing fee that applies to an invoice item.

 

No

- additional database field option

 

 

CandidateNo

 

Displays the ID that uniquely identifies the candidate to which an invoice/credit item corresponds.

 

No

- additional

Database

database field option

 

 

Client Department Name

 

Displays the name of the client department to which an invoice/credit item corresponds.

 

No

- additional database field option

 

 

Cost Centre

 

Displays the name of the client cost centre (site) to which an invoice/credit item corresponds.

 

No

- additional database field option

 

 

Cost Centre Code

 

Displays the code of the client cost centre (site) to which an invoice/credit item corresponds.

 

No

- additional database field option

 

 

Guarantee Date

 

Displays the date until which placement of a candidate is guaranteed. That is, this is the date until which the agency will commit to replacing a candidate if the candidate that is filled in the corresponding job leaves the position.

 

No

- additional database field option

 

 

Item Date

 

Displays the date of an item that is being invoiced/credited.

 

No

- additional database field option

 

 

ItemDateMax

 

Displays the date of the latest item on the invoice/credit note.

Where individual items are not itemised on the invoice/credit note, this field can be used in conjunction with

the

the ItemDateMin

field

 field to print the date range of the items being invoiced/credited.

 

No - additional database field option

 

 

ItemDateMin

 

Displays the date of the earliest item on the invoice/credit note.

Where individual items are not itemised on the invoice/credit note, this field can be used in conjunction with

the ItemDateMa x field

the ItemDateMax field to print the date range of the items being invoiced/credited.

 

No - additional database field option

 

 

Job Order Client Position

 

Displays the name of the client job position, as defined on the job order that is being invoiced/credited.

 

No - additional database field option

 

 

Job Order Position

 

Displays the name of the agency job position, as defined on the job order that is being invoiced/credited.

 

No

- additional database field option

 

 

Job Order Start Date

 

Displays the commencement date of the job order that is being invoiced/credited.

 

No

- additional database field option

 

JobOrderWorkLocation

 

Displays the work location as defined on the job order to which an invoice/credit item corresponds. This field is available from v11.30 onwards.

 

No

- additional database field option

 

Margin

 

Displays the agency's profit margin that applies to an invoice item, calculated as bill total – (pay total – oncosts). This will be blank for credit notes created via the Credit Rebill process.

 

No

- additional database field option

 

Oncost Group: <oncost group name>

 

Displays the name of an oncost group that applies to an item being invoiced/credited. An oncost group is

a collection

a collection of pay or bill oncosts that can be grouped into a single line item on

invoices.

 

No - additional database field option

 

 

 

invoices.

Oncost groups are configured under Agency Portal > Billing > Maintenance > Oncost Groups.

 

 

 

No - additional database field option

OrderByContactFirstName

 

Displays the given name of the client contact who placed the job order to which the invoice or invoice item corresponds.

 

No

- additional database field option

 

OrderByContactSurname

 

Displays the family name of the client contact who placed the job order to which the invoice or invoice item corresponds.

 

No

- additional database field option

 

OrderByContactTitle

 

Displays the title/salutation of the client contact who placed the job order to which the invoice or invoice item corresponds.

 

No

- additional database field option

 

PayRate

 

Displays the rate of pay that applied to an invoice/credit note item. This field is available from v11.30 onwards.

 

No

- additional database field option

 

PayTotal

 

Displays the pay amount that corresponds to an invoice item, calculated

as

as item quantity

x

 x pay rate. This will be blank for credit notes created via the Credit Rebill process.

 

No

- additional database field option

 

Payee First Name

 

Displays the given name of the payee to whom an invoice/credit item corresponds.

 

No

- additional database field option

 

Payee Middle Name

 

Displays the middle name of the payee to whom an invoice/credit item corresponds.

 

No - additional database field option

 

Payee Surname

 

Displays the family name of the payee to whom an invoice/credit item corresponds.

 

No

- additional database field option

 

 

 

 

Position Type

 

Displays the type of job order to which the invoice/invoice item corresponds (i.e. temporary, contract, permanent).

 

 

No - additional database field option

 

 

 

ProjectCode

 

Displays the project code to which an invoice/credit note item corresponds.

 

 

No - additional database field option

 

 

 

Purchase Order Group

 

Displays the purchase order group to which an invoice/credit item belongs, as defined on the job order to which the item is linked.

 

 

No - additional database field option

 

 

 

ReportToContactFirstName

 

Displays the given name of the client contact who is the report to contact for the job order to which the invoice or invoice item corresponds.

 

 

No - additional database field option

 

 

 

ReportToContactSurname

 

Displays the family name of the client contact who is the report to contact for the job order to which the invoice or invoice item corresponds.

 

 

No - additional database field option

 

 

 

ReportToContactTitle

 

Displays the title/salutation of the client contact who is the report to contact for the job order to which the invoice or invoice item corresponds.

 

 

No - additional database field option

 

 

 

SiteContactFirstName

 

Displays the given name of the client contact who is the site contact for the job order to which the invoice or invoice item corresponds.

 

 

No - additional database field option

 

 

 

SiteContactSurname

 

Displays the family name of the client contact who is the site contact for the job order to which the invoice or invoice item corresponds

.

 

 

.

No - additional database field option

 

 

 

SiteContactTitle

 

Displays the title/salutation of the client contact who is the site contact for the job order to which the invoice or invoice item corresponds.

 

 

No - additional database field option

Invoice/Credit Items (for non-timesheet based – Vendor/Supplier invoices/credit notes only)

Groups invoice/credit items being invoiced or credited

 

JobCode

 

Displays the job order number of the job being invoiced/credited.

 

 

Yes

 

 

 

PurchaseOrderNo

 

Displays the purchase order number with which the job order being invoiced/credited is associated.

 

 

Yes

 

 

 

Payee

 

Displays the name of the payee who is or was filled on the job order being invoiced/credited.

 

 

Yes

 

 

 

Description

 

Displays the

agency's

agency’s name for the job position or the

client's

client’s name of the job position on the job order being invoiced or credited, depending on the configuration of

the

the Use Client Position for Timesheet Invoicing

option

 option on the applicable set of invoice details.

 

 

Yes

 

 

 

ItemDate

 

Displays the date on which the item being invoiced/credited occurred.

 

 

Yes

 

 

 

Yes

Item

 

Displays the name of the item being invoiced or credited.

 

 

Yes

Quantity

 

Displays the quantity of the item being invoiced/credited.

 

Yes

 

Rate

 

Displays the rate at which the listed item is being invoiced/credited.

 

Yes

 

Taxation Total

 

Displays the amount of tax applicable to the listed invoice/credit

 

Yes

 

TotalExTax

 

Displays the total amount being invoiced/credited for the listed item, exclusive of tax.

 

Yes

 

TotalIncTax

 

Displays the total amount being invoiced/credited for the listed item, inclusive of tax.

 

Yes

 

Agency Fee

 

Displays the agency's fee that applies to an invoice/credit item, calculated

as margi n divided by

as margin divided by pay amount.

 

No - additional database field option

 

BaseSalary

 

Displays a payee's base salary. This is taken from the Exp Sal/Pkg field, if specified, or the Of Salary field on a job order for permanent jobs.

 

No - additional database field option

 

BillingFee <billing fee name>

 

Displays the name and bill rate percentage of a billing fee item that applies to an invoice item, where <billing fee name> is the name of a billing fee item that is configured under Portal > Billing > Maintenance > Billing Fee.

 

No - additional database field option

 

BillingFeeTaxationTotal

 

Displays the tax amount that is associated with a billing fee that applies to an invoice item.

 

No - additional database field option

 

BillingFeeTotal

 

Displays the monetary amount of a billing fee that applies to an invoice item.

 

No - additional database field option

 

CandidateNo

 

Displays the ID that uniquely identifies the candidate to which an invoice/credit item corresponds.

 

No - additional database field option

 

Client Department Name

 

Displays the name of the client department to which an invoice/credit item corresponds.

 

No - additional database field option

 

Cost Centre

 

Displays the name of the client cost centre (site) to which an invoice/credit item corresponds.

 

No - additional database field option

 

Cost Centre Code

 

Displays the code of the client cost centre (site) to which an invoice/credit item corresponds.

 

No - additional database field option

 

Item Date

 

Displays the date of an item that is being invoiced/credited.

 

No - additional database field option

 

ItemDateMax

 

Displays the date of the latest item on the invoice/credit note.

Where individual items are not itemised on the invoice/credit note, this field can be used in conjunction with

the

the ItemDateMin

field

 field to print the date range of the items being invoiced/credited.

 

No - additional database field option

 

ItemDateMin

 

Displays the date of the earliest item on the invoice/credit note.

Where individual items are not itemised on the invoice/credit note, this field can be used in conjunction with

the ItemDateMa x field

the ItemDateMax field to print the date range of the items being invoiced/credited.

 

No - additional database field option

 

Job Order Client Position

 

Displays the name of the client job position, as defined on the job order that is being invoiced/credited.

 

No - additional database field option

 

Job Order Position

 

Displays the name of the agency job position, as defined on the job order that is being invoiced/credited.

 

No - additional database field option

 

Job Order Start Date

 

Displays the commencement date of the job order that is being invoiced/credited.

 

No - additional database field option

 

JobOrderWorkLocation

 

Displays the work location as defined on the job order to which an invoice/credit item corresponds. This field is available from v11.30 onwards.

 

No - additional database field option

 

Margin

 

Displays the agency's profit margin that applies to an invoice item, calculated as bill total – (pay total – oncosts). This will be blank for credit notes created via the Credit Rebill process.

 

No - additional database field option

 

Oncost Group: <oncost group name>

 

Displays the name of an oncost group that applies to an item being invoiced/credited. An oncost group is


a collection

a collection of pay or bill oncosts that can be grouped into a single line item on invoices.

Oncost groups are configured under Agency Portal > Billing > Maintenance > Oncost Groups.

 

No - additional database field option

 

OrderByContactFirstName

 

Displays the given name of the client contact who placed the job order to which the invoice or invoice item corresponds.

 

No - additional database field option

 

OrderByContactSurname

 

Displays the family name of the client contact who placed the job order to which the invoice or invoice item corresponds.

 

No - additional database field option

 

OrderByContactTitle

 

Displays the title/salutation of the client contact who placed the job order to which the invoice or invoice item corresponds.

 

No - additional database field option

 

PayRate

 

Displays the rate of pay that applied to an invoice/credit note item. This field is available from v11.30 onwards.

 

No - additional database field option

 

PayTotal

 

Displays the pay amount that corresponds to an invoice item, calculated

as

as item quantity

x

 x pay rate. This will be blank for credit notes created via the Credit Rebill process.

 

No - additional database field option

 

Payee First Name

 

Displays the given name of the payee to whom an invoice/credit item corresponds.

 

No - additional database field option

 

Payee Middle Name

 

Displays the middle name of the payee to whom an invoice/credit item corresponds.

 

No - additional database field option

 

Payee Surname

 

Displays the family name of the payee to whom an invoice/credit item corresponds.

 

No - additional database field option

 

Position Type

 

Displays the type of job order to which the invoice/invoice item corresponds (i.e. temporary, contract, permanent).

 

No - additional database field option

 

ProjectCode

 

Displays the project code to which an invoice/credit note item corresponds.

 

No - additional database field option

 

Purchase Order Group

 

Displays the purchase order group to which an invoice/credit item belongs, as defined on the job order to which the item is linked.

 

No - additional database field option

 

ReportToContactFirstName

 

Displays the given name of the client contact who is the report to contact for the job order to which the invoice or invoice item corresponds.

 

No - additional database field option

 

ReportToContactSurname

 

Displays the family name of the client contact who is the report to contact for the job order to which the invoice or invoice item corresponds.

 

No - additional database field option

 

ReportToContactTitle

 

Displays the title/salutation of the client contact who is the report to contact for the job order to which the invoice or invoice item corresponds.

 

No - additional database field option

 

SiteContactFirstName

 

Displays the given name of the client contact who is the site contact for the job order to which the invoice or invoice item corresponds.

 

No - additional database field option

 

SiteContactSurname

 

Displays the family name of the client contact who is the site contact for the job order to which the invoice or invoice item corresponds.

 

No - additional database field option

 

 

 

 

SiteContactTitle

 

Displays the title/salutation of the client contact who is the site contact for the job order to which the invoice or invoice item corresponds.

 

No - additional database field option

Invoice/Credit Note Message

Displays a messaged from the billing company to the debtor on the invoice/credit note.

 

InvoiceMessage

 

Displays the invoice message, as defined by the applicable set of invoice details.

 

Yes

 

 

 

Any additional general invoice/credit note database fields.

 

Refer

to

to General Invoice & Credit Note Fields below for a list of the available fields and what each field displays.

 

No

Invoice/Credit Note Totals

 

 

Groups totals for the invoice/credit note.

 

 

 

None.

 

Literal header text as defined by the component label.

 

Yes

 

 

 

Amount

 

Displays the invoice/credit note total amount.

 

Yes

 

 

 

Any additional general invoice/credit note database fields.

 

Refer

to

to General Invoice & Credit Note Fields below for a list of the available fields and what each field displays.

 

No

Bill Code Totals

Displays the total quantity and total amount invoiced by unique bill code.

 

BillCode

 

Displays a unique bill code that has been billed on the invoice.

 

Yes

 

 

 

BillCodeSortOrder

 

Displays the sort order of the bill code against which an invoice/credit item is paid. This allows invoice/credit items to be sorted according to the bill code sort order if necessary.

 

No - additional database field

option

 

 

 

option

BillCodeType

 

Displays the bill code type of the listed, invoiced bill code (for example: Ordinary, Overtime, Allowance, Leave, Reimbursement).

 

No - additional database field option

 

 

 

TotalQty.

 

Displays the total quantity that has been billed against the listed bill code on the invoice.

 

Yes

 

 

 

Tax

 

Displays the total tax applicable to the listed bill code.

 

No - additional database field option

 

 

 

Total (Ex. Tax)

 

Displays the

total monetary

total monetary amount that has been billed against the listed bill code on the invoice exclusive of tax.

 

No - additional database field option

 

 

 

Total (Inc. Tax)

 

Displays the total monetary amount that has been billed against the listed bill code on the invoice inclusive of tax.

 

Yes

Page Continuation

Displays text to indicate whether the table of invoice/credit note items continues on the next page.

 

Continue

 

Literal text.

 

Yes

 

 

 

Any additional general invoice/credit note database fields.

 

Refer

to

to General Invoice & Credit Note Fields below for a list of the available fields and what each field displays.

 

No

Remittance Line

Displays a line between the body of the invoice/credit note and the footer of the document

 

Not applicable.

 

Not applicable.

 

Yes

Billing Details - Footer

Summary of billing company details on the invoice/credit note.

 

BillingCompanyName

 

Displays the name of the billing company.

 

Yes

 

 

 

BillingCompanyContact

 

Displays the first name and surname of the billing company contact person.

 

Yes

 

 

 

BillingCompanyAddress1

 

Displays address line 1 of the billing

company's

company’s contact details.

 

Yes

 

 

 

BillingCompanyAddress2

 

Displays address line 2 of the billing

company's

company’s contact details.

 

Yes

 

 

 

BillingCompanyAddress3

 

Displays the suburb, state and postcode* of the pay

company's

company’s contact details.

*The exact address format is configurable in

Recruitment

 Recruitment Maintenance > Maintain Locations

and

 and Brands.

 

Yes

 

 

 

BillingCompanyCountry

 

Displays the country in which the billing

company's

company’s contact address is located.

 

Yes

 

 

 

Any additional general invoice/credit note database fields.

 

Refer

to

to General Invoice & Credit Note Fields below for a list of the available fields and what each field displays.

 

No

Debtor Details - Footer

Summary of debtor details on the invoice/credit note.

 

DebtorName

 

Displays the name of the debtor to whom the invoice/credit note is being issued.

 

Yes

 

 

 

Any additional general invoice/credit note database fields.

 

Refer

to

to General Invoice & Credit Note Fields below for a list of the available fields and what each field displays.

 

No

Invoice Details - Footer

Groups summary information about the invoice

 

DebtorCode

 

Displays the ID that uniquely identifies the debtor to whom the invoice/credit note is issued.

 

Yes

 

 

 

InvoiceNo

 

Displays the invoice number that uniquely identifies the invoice/credit note.

 

Yes

 

 

 

InvoiceDate

 

Displays the date on which the invoice/credit note was issued.

 

Yes

 

 

 

InvoiceTerms

 

Displays the payment terms for the invoice/credit note.

 

Yes

 

 

 

InvoiceDueDate

 

Displays the due date for the invoice/credit note.

 

Yes

 

 

 

@PageNo

 

Displays the current page number of the invoice/credit note.

 

Yes

 

 

 

Any additional general invoice/credit note database fields.

 

Refer

to

to General Invoice & Credit Note Fields below for a list of the available fields and what each field displays.

 

No

Customer Details Header

Groups information about the customer linked to the debtor.

 

CustomerName

 

Displays the name of the parent company, client or cost centre linked to the debtor to whom the invoice/credit note is issued.

 

Yes

 

 

 

CustomerAddress1

 

Displays address line 1 of the address of the parent company or client to which the debtor is linked.

If the debtor is linked to a cost centre, the client address is used instead.

 

Yes

 

 

 

CustomerAddress2

 

Displays address line 2 of the address of the parent company or client to which the debtor is linked.

If the debtor is linked to a cost centre, the client address is used instead.

 

Yes

 

 

 

CustomerAddress3

 

Displays the suburb, state and postcode* of the address of the parent company or client to which the debtor is linked.

If the debtor is linked to a cost centre, the client address is used instead.

*The exact address format is configurable in

Recruitment

 Recruitment Maintenance > Maintain Locations

and

 and Brands.

 

Yes

 

 

 

CustomerCountry

 

Displays the country in which the parent company or client that is linked to the debtor is located.

If the debtor is linked to a cost centre, the client country is used instead.

 

Yes

 

 

 

Any additional general invoice/credit note database fields.

 

Refer

to

to General Invoice & Credit Note Fields below for a list of the available fields and what each field displays.

 

No

Billing Company Taxation List

Groups the tax types that apply to invoices/credit notes issued by the billing company.

 

TaxationName

 

Displays the name of the tax that applies to the invoice/credit note.

 

Yes

 

 

 

TaxationNumber

 

Displays the billing

company's

company’s taxation number of the listed tax.

 

Yes

Debtor Taxation List

Groups the tax types that apply to invoices issued to the debtor.

 

TaxationName

 

Displays the name of the tax that applies to the invoice/credit note.

 

Yes

 

 

 

TaxationNumber

 

Displays the billing

company's

company’s taxation number of the listed tax.

Yes

 

...