General Invoice & Credit Note Fields

Picklist option in Database Field

Description / Data Source

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.

BillingCompanyAddress1

Displays line 1 of the billing company address or line 1 of the client contact mailing address.

BillingCompanyAddress2

Displays line 2 of the billing company address or line 1 of the mailing address of the client contact who is being invoiced.

BillingCompanyContact

Displays the name of the billing company bill to contact or the name of the client contact who is being invoiced.

BillingCompanyCorporateIdentityNo

Displays the unique identity number that identifies the billing company as a legal business entity.

BillingCompanyCountry

Displays the country in which the billing company is located. Alternatively, if the invoice details of the debtor are configured to use the mailing address of the client contact, this is the country in which the client contact's mailing address is located.

BillingCompanyCustomField1

Displays the contents of custom field 1 for the billing company.

BillingCompanyCustomField2

Displays the contents of custom field 2 for the billing company.

BillingCompanyCustomField3

Displays the contents of custom field 3 for the billing company.

BillingCompanyCustomField4

Displays the contents of custom field 4 for the billing company.

BillingCompanyCustomField5

Displays the contents of custom field 5 for the billing company.

BillingCompanyEmail

Displays the address of the email company.

BillingCompanyName

Displays the name of the billing company.

BillingCompanyPhone

Displays the phone number of the billing company.

BillingCompanyPostCode

Displays the post code for the billing company's address.

BillingCompanyState

Displays the state in which the billing company's address is located.

BillingCompanySuburb

Displays the suburb/town/city in which the billing company's address is located.

BillingFeeTaxationTotal

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

BillingFeeTotal

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

ClientDepartmentName

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

CostCentre

If used at invoice/credit note header level (in the Debtor Details component, for example), displays the name of the cost centre to which the debtor is linked or, if the data grouping for the invoice/credit note is by job, displays the name of the cost centre to which the job order is linked.
If used at the invoice/credit item level, displays the name of the client cost centre to which an invoice/credit item corresponds.

CostCentreCode

If used at invoice/credit note header level (in the Debtor Details component, for example), displays the cost centre of the cost centre to which the debtor is linked or, if the data grouping for the invoice/credit note is by job, displays the cost centre code of the cost centre to which the job order is linked.
If used at the invoice/credit item level, displays the cost centre code of the client cost centre to which an invoice/credit item corresponds.

CurrentDate

Displays the current date.

CurrentDateTime

Displays the current date and time.

CustomerAddress1

Displays line 1 of the actual address of the parent or client linked to the debtor who is being invoiced.

CustomerAddress2

Displays line 2 of the actual address of the parent or client linked to the debtor who is being invoiced.

CustomerCountry

Displays the country of the parent or client linked to the debtor who is being invoiced.

CustomerMailingAddress1

Displays line 1 of the mailing address of the parent, client or cost centre linked to the debtor who is being invoiced.

CustomerMailingAddress2

Displays line 2 of the mailing address of the parent, client or cost centre linked to the debtor who is being invoiced.

CustomerMailingCountry

Displays the mailing country of the parent, client or cost centre linked to the debtor who is being invoiced.

CustomerMailingPostCode

Displays the mailing post code of the parent, client or cost centre linked to the debtor who is being invoiced.

CustomerMailingState

Displays the mailing state/province of the parent, client or cost centre linked to the debtor who is being invoiced.

CustomerMailingSuburb

Displays the mailing suburb/city/town of the parent, client or cost centre linked to the debtor who is being invoiced.

CustomerName

Displays the name of the parent or client linked to the debtor who is being invoiced.

CustomerPostcode

Displays the actual postcode of the parent or client linked to the debtor who is being invoiced.

CustomerState

Displays the actual state/province of the parent or client linked to the debtor who is being invoiced.

CustomerSuburb

Displays the actual suburb/city/town of the parent or client linked to the debtor who is being invoiced.

DebtorAddress1

Displays address line 1 of the debtor's billing address, as determined by the option that is selected in the Bill To Address field on the applicable set of invoice details on the Debtor record. For example, where the bill to address is set to From Client Cost Centre, the address will be derived from the client cost centre that is being invoiced or, if the cost centre does not have any address details, the address will be derived from the contact details on the Debtor record.

DebtorAddress2

Displays address line 2 of the debtor's billing address, as determined by the option that is selected in the Bill To Address field on the applicable set of invoice details on the Debtor record. For example, where the bill to address is set to From Client Cost Centre, the address will be derived from the client cost centre that is being invoiced or, if the cost centre does not have any address details, the address will be derived from the contact details on the Debtor record.
Alternatively, if the invoice details of the debtor are configured to use the mailing address of the client contact, this is the address line 2 from the client contact's mailing address.

DebtorBillingDepartment

Displays the name of the debtor's billing department.

DebtorCode

Displays the system-generated code that uniquely identifies the debtor.

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 order by contact 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 bill to contact 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 bill to contact on the applicable set of invoice delivery details.

DebtorCorporateIdentityNo

Displays the ID that uniquely identifies the debtor as a legal entity for taxation purposes (e.g. Australian Business Number, Inland Revenue Department number) as defined in the Corporate Identity Number field on the Debtor record. This field is available in v11.38 onward.
Note that the label for the Corporate Identity Number field on the Debtor record is configurable based on the debtor country in Hierarchy Maintenance.

DebtorCountry

Displays the country of the debtor's billing address, as determined by the option that is selected in the Bill To Address field on the applicable set of invoice details on the Debtor record. For example, where the bill to address is set to From Client Cost Centre, the address will be derived from the client cost centre that is being invoiced or, if the cost centre does not have any address details, the address will be derived from the contact details on the Debtor record.

DebtorCustomField1

Displays the contents of custom field 1 for the debtor.

DebtorCustomField2

Displays the contents of custom field 2 for the debtor.

DebtorCustomField3

Displays the contents of custom field 3 for the debtor.

DebtorCustomField4

Displays the contents of custom field 4 for the debtor.

DebtorCustomField5

Displays the contents of custom field 5 for the debtor.

DebtorName

Displays the name of the debtor company.

DebtorPostCode

Displays the postcode of the debtor's billing address, as determined by the option that is selected in the Bill To Address field on the applicable set of invoice details on the Debtor record. For example, where the bill to address is set to From Client Cost Centre, the address will be derived from the client cost centre that is being invoiced or, if the cost centre does not have any address details, the address will be derived from the contact details on the Debtor record.

DebtorState

Displays the state/province of the debtor's billing address, as determined by the option that is selected in the Bill To Address field on the applicable set of invoice details on the Debtor record. For example, where the bill to address is set to From Client Cost Centre, the address will be derived from the client cost centre that is being invoiced or, if the cost centre does not have any address details, the address will be derived from the contact details on the Debtor record.

DebtorSuburb

Displays the suburb/city/town of the debtor's billing address, as determined by the option that is selected in the Bill To Address field on the applicable set of invoice details on the Debtor record. For example, where the bill to address is set to From Client Cost Centre, the address will be derived from the client cost centre that is being invoiced or, if the cost centre does not have any address details, the address will be derived from the contact details on the Debtor record.

InvoiceDate

Displays the issued date of the invoice.

InvoiceDueDate

Displays the date on which payment of the invoice is due.

InvoiceMessage

Displays the invoice message that applies to the invoice.

InvoiceNo

Displays the system-generated invoice number that uniquely identifies the invoice.

InvoiceTerms

Displays the invoice payment terms that apply to the payment of the invoice/credit note.

InvoiceTotal

Displays the total invoice/credit amount for the invoice/credit note

OncostGroup <oncost group name
>

Displays the name of an oncost group that applies to an invoice item, where <oncost group name> is the name of a billing oncost group that is configured under Portal > Billing > Maintenance > Oncost Groups.

OwnerStaffBHPhone

Displays the business hours telephone number of the agency staff member who is identified as the owner staff on the job order being invoiced.

OwnerStaffEmail

Displays the email address of the agency staff member who is identified as the owner staff on the job order being invoiced.

OwnerStaffMobilePhone

Displays the mobile telephone number of the agency staff member who is identified as the owner staff on the job order being invoiced.

OwnerStaffName

Displays the name of the agency staff member who is identified as the owner staff on the job order being invoiced.

PageNo

Displays the page number.

PurchaseOrderNo

Displays the purchase order number to which an invoice/credit note item corresponds.

PurchaseOrderGroup

Displays the purchase order group to which an invoice/credit note item corresponds.

ReferenceNo

Displays the system-generated invoice number that uniquely identifies the invoice.

RemittanceOfficeAddressLine1

Displays address line 1 of the remittance office street address. The remittance office is the agency office to which the debtor can direct queries regarding the invoice/credit note and is defined on the Debtor record.

RemittanceOfficeAddressLine2

Displays address line 2 of the remittance office street address. The remittance office is the agency office to which the debtor can direct queries regarding the invoice/credit note and is defined on the Debtor record.

RemittanceOfficeCity

Displays the city of the remittance office address. The remittance office is the agency office to which the debtor can direct queries regarding the invoice/credit note and is defined on the Debtor record.

RemittanceOfficeCode

Displays the office code of the remittance office. The remittance office is the agency office to which the debtor can direct queries regarding the invoice/credit note and is defined on the Debtor record.

RemittanceOfficeEmail

Displays the email address of the remittance office. The remittance office is the agency office to which the debtor can direct queries regarding the invoice/credit note and is defined on the Debtor record.

RemittanceOfficeName

Displays the name of the remittance office. The remittance office is the agency office to which the debtor can direct queries regarding the invoice/credit note and is defined on the Debtor record.

RemittanceOfficePhone

Displays the telephone number of the remittance office. The remittance office is the agency office to which the debtor can direct queries regarding the invoice/credit note and is defined on the Debtor record.

RemittanceOfficePostCode

Displays the postcode of the remittance office. The remittance office is the agency office to which the debtor can direct queries regarding the invoice/credit note and is defined on the Debtor record.

RemittanceOfficeState

Displays the state/province in which the remittance office is located. The remittance office is the agency office to which the debtor can direct queries regarding the invoice/credit note and is defined on the Debtor record.

RemittanceOfficeSuburb

Displays the suburb or town in which the remittance office is located. The remittance office is the agency office to which the debtor can direct queries regarding the invoice/credit note and is defined on the Debtor record.

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.

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.

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.

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.

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.

TaxMessage

Displays the invoice tax-exemption or non-exemption message.

WeekStartDate

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