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When you personalise a form (Setup menu > Customise Forms > select form > Customise), you can choose to add fields and columns. These fields and columns are specific to the form you're customising, and automatically display data that comes from your company file, like an invoice number, item price or customer address. We've listed them below for each form type.

If you want to add your own text to a form, see Add text and fields to forms.

To add a field

Click Fields in the Customise toolbar.

Customise toolbar

To add a table column

Right-click the table and choose Show/Hide Columns, then choose the columns you want to show.

animation showing right-click and choosing show hide columns

Fields you can add to forms

Here are the fields you can add to each form.

These field descriptions are based on the Australian AccountRight versions. The fields used in New Zealand forms are identical, except for some minor local differences. For example, in the Australian products, tax related fields are labelled as "Tax" while for New Zealand, they're labelled as "GST".

 

 

Cheque Layout

Cheque Layout

Field nameData that will print in this field

Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used on this form. 

ABN (Australia only)
The Australian Business Number (ABN) entered in the Company Information window
Amount in English
The amount entered on the transaction. Amounts up to and including 99,999.99 are printed in words; larger amounts are printed in numeric form.
Amount in Numeric
Amount on transaction in numeric form
Cheque Amount
The amount entered on the transaction in numeric form
Cheque Number
The cheque number entered on the transaction
Company Trading Name
The name under which your company does business
Date
The date entered on the transaction
Memo
The memo entered in the Journal Memo field of the transaction
Payee
The information entered or selected in the Payee field on the transaction

Some fields may not be available on some versions of the form layout.

See also Personalising cheques.

Cheque Stub Layout—Regular

Cheque Stub Layout—Regular

Field nameData that will print in this field

If you choose the Laser Cheque form, these fields appear twice — once for each stub.

Supplemental fields from the Company Information window can also be used on this form. 

Account Name
The name of the allocation account entered on the transaction
Acct. No.
The allocation accounts entered on the transaction
Allocation Amount
The allocation amounts entered on the transaction
Allocation Memo
The memo for each allocation amount entered on the transaction
Category
(Not Basics)
The financial tracking category assigned to the transaction associated with this cheque
Cheque Amount
The amount entered on the transaction, in numeric form
Cheque Number
Cheque number entered on the transaction
Date
Date entered on the transaction
Memo
The memo entered in the Journal Memo field of transaction
PayeeThe information entered or selected in the Payee field on the transaction

Some fields may not be available on some versions of the form layout.

See also Personalising cheques.

Cheque Stub Layout—Payable (Not Basics)

Cheque Stub Layout—Payable (Not Basics)

Field nameData that will print in this field

If you choose the Laser Cheque form, these fields appear twice — once for each stub.

Supplemental fields from the Company Information window can also be used on this form. 

Allocation Amount
The amount entered in the Amount Applied field in the Pay Bills window
Category
The financial tracking category assigned to the transaction associated with this cheque
Cheque Amount
The amount displayed in the Amount field of the Pay Bills window in numeric form
Cheque Number
Cheque number entered in the Pay Bills window
Date
Date entered in the Pay Bills window
Invoice Date
The date entered in the Date field on the purchase
Invoice Debit Memos
The total of any debit memos posted against this bill
Invoice Debit Memos With Label
The total of any debit memos posted against this bill with the label “DM”
Invoice Discounts
The total discounts that have been applied to this bill
Invoice Discounts With Label
The total discounts that have been applied to this bill with the label “DISC”
Invoice Payments
The total payments that have been applied to pay this bill
Invoice Total Amount
The original value of the bill
Invoice Total Debits
The total of payments and debit memos posted against this bill
Memo
The memo entered in the Journal Memo field of the Pay Bills window
Payee
The information entered or selected in the Payee field in the Pay Bills window
Purchase No.
The entry in the Purchase No. field on the bill
Purchase No. With Label
The entry in the Purchase No. field on the bill with the label “Purchase”.
Supplier’s No.
The entry in the Supplier Inv No. field on the bill
Supplier’s No. With Label
The entry in the Supplier Inv No. field on the bill with the label “Invoice #”

Some fields may not be available on some versions of the form layout.

See also Personalising cheques.

Cheque Stub Layout—Refund

Cheque Stub Layout—Refund

Field nameData that will print in this field

If you choose the Laser Cheque form, these fields appear twice — once for each stub.

ABN (Australia only)
The Australian Business Number (ABN) entered in the Company Information window
ACN (Australia only)
Your company’s 9-digit Australian Company Number, from the Company Information window
Allocation Amount
The amount entered in the Amount field of the Settle Returns & Credits window
Category
(Not Basics)
The financial tracking category assigned to the transaction associated with this cheque
Cheque Amount
The amount displayed in the Amount field in the Settle Returns and Credits window in numeric form
Cheque Number
Cheque number entered in the Settle Returns and Credits window
Date
Date entered in the Settle Returns and Credits window
Invoice Date
The date of the customer credit
Invoice No.
The invoice number of the customer credit
Memo
The memo entered in the Journal Memo field of the Settle Returns and Credits window
Payee
The information entered or selected in the Payee field in the Settle Returns and Credits window

Some fields may not be available on some versions of the form layout.

See also Personalising cheques.

Cheque Stub Layout—Paycheque/Pay Advice (Plus and Premier, Australia only)

Cheque Stub Layout—Paycheque/Pay Advice (Plus and Premier, Australia only)

Field name

Data that will print in this field

If you choose the Laser Cheque form, these fields appear twice — once for each stub.

Supplemental fields from the Applied Payment Details window can also be used on this form. 

ABN
The Australian Business Number (ABN) or Tax File Number (TFN) entered in the Company Information window
ACN
Your company’s 9-digit Australian Company Number, from the Company Information window
Amount
Amount applicable to allocation line
Annual Salary
This employee’s annual salary, as shown on the employee’s card
Category
The financial tracking category assigned to this paycheque transaction
Cheque Amount
Amount in the Net Pay field in the Pay Employee transaction
Cheque Number
The number assigned to this cheque in the Pay Employee transaction
Company Name
From the Company Information window
Deduction Amount
Lists the deduction amounts for each category — shown as positive numbers
Employee Name
From the Card Information window for this employee
Employment BasisThis field can't be added to the form. If you require this information to show on a pay slip, add it as a text field.
Employment Classification
The classification specified for this employee on the Payroll Details tab of the Card Information window
Ending Date
The last day of the pay period represented by this paycheque; from the Pay Period end field of the Pay Employee transaction
Gross Amt
The total amount of the paycheque before taxes, expenses and deductions
Hours
For employees paid by the hour, the number of hours applicable to each allocation line
Hourly Rate
For employees paid by the hour, the entry in the Hourly Rate field in the Card Information window— Payroll Details-Wages
For salary employees, calculated based on the entries in Annual Salary, Pay Frequency and Hours in Pay Period fields
Memo
The memo entered in the Journal Memo field of the transaction
Name of Employer
The company name entered in the Company Information window
Payment Date
The Payment Date from the Pay Employee transaction
Payment Method
The payment method designated on the Pay Employee transaction (Cash, Cheque or Electronic)
Payroll Category
The payroll categories applicable to each allocation line. Only those categories with an amount for this paycheque or an amount in the YTD (year-to-date) column will print.
Rate
The rate (if any) applicable to each allocation line
Starting Date
The Pay Period Start Date from the Pay Employee transaction
Superannuation Fund Name
The Superannuation Fund linked to the Employee card
Payroll Category
Type of payroll category — Wages, Deductions, Superannuation Deductions, Entitlements, Taxes, Employer Expenses, Superannuation Deductions
Wages Amount
The total amount of wages applied to each payroll category
YTD Amount
The sum of the Pay History amounts applied to each category listed on the paycheque. For entitlements, the amount includes YTD and carry-over amounts.

 

The category must be included on the paycheque or the YTD amount will not appear.

Some fields may not be available on some versions of the form layout.

See also Personalising cheques.

Invoice—Service

Invoice—Service

Field nameData that will print in this field

More fields are available to customise this form:

Supplemental fields from the Card Information window

Supplemental fields from the Company Information window

Supplemental fields from the Applied Payment Details window 

*Inv/PO No.*
The number of the transaction with an asterisk before and after it
ABN (Australia only)
The Australian Business Number (ABN) entered in the Company Information window
ACN (Australia only)
Your company’s 9-digit Australian Company Number, from the Company Information window
Applied
The total of the payments that have been applied to the sale
Balance
Amount of the sale including GST and freight charges minus any payments that may have been applied; that is, the amount that appears in the Balance Due field of the sale.
Barcode
A scannable barcode representation that includes the Payee Number provided when you subscribed to M-Powered Services.
The barcode is generated using data from your software and data provided by Australia Post.
If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Category
(Not Basics)
The financial tracking category assigned to this sale
Comment
The comment entered on the transaction
Company Address
The company address entered in the Company Information window
Company Name
The company name entered in the Company Information window.
Cust PO No.
The entry in the Customer PO No. field on the transaction
Cust/Suppl ABN (Australia only)
The Australian Business Number (ABN) for this customer, from the Card Information window — Selling Details view
Customer Reference
A reference number for your company that is derived from the Payee Number on the Company Information window.
If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Date
The date entered on the transaction
Description
The description of each line item entered on the transaction
Due Date
The date the payment is due, based on the terms of the sale
Ex Amount
The tax-exclusive amount of each line item entered on the transaction
Ex Freight
The freight charges that apply to the sale, excluding GST on the freight charges
Ex Subtotal
The subtotal of all amounts on the transaction, exclusive of any GST applied to these amounts
Ex Subtotal + Freight
The GST-exclusive subtotal amount for each item, including freight charges
Freight + tax
Includes the freight amount plus the GST on the freight
GST Total
The total amount of GST charged for line items and freight on the sale
Inc Amount
The amount of each line item, including the tax applied
Inc Freight
The freight charges that apply to the sale, including GST on the freight charges
Inc Subtotal
The total amount of all line items on the sale to which GST is applied
Invoice No.
The invoice number entered on the transaction
Invoice Type
The sale status of the invoice (Quote, Order or Invoice)
Job Description
The description of the job whose job number is entered for a line item
Job Name
The name of the job whose job number is entered for a line item
Job Number
The job number entered for a line item
Line Tax
The amount of tax for each line item
Mailing Address
The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo
The memo entered in the Journal Memo field of the transaction
Original Amount in English
The amount of the sale including GST and freight charges (but not including any payments that may have been applied) in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.
Page No.
The pages of the sale are counted; this field displays the number of the page.
Payment Method
The payment method selected when entering a payment for the sale. Data won’t print in this field if more than one payment has been applied to the sale.
Referral Source
The referral source entered on the transaction
Sales Value
The total amount of the sale used to compute GST
Salesperson
(Not Basics)
The salesperson entered on the transaction
Ship Date
The date entered in the Promised Date field on the transaction
Ship Via
The shipping method entered on the transaction
Shipping Address
The shipping address entered on the transaction
Tax
The amount of tax charged for line items and/or freight on the sale
Tax Code
The tax code applied to each line item in the invoice.
Tax Code Description
The applicable tax description(s) from the Tax Code List
Tax Code—Freight
Displays the tax code applied to freight charges if the freight entered on the sale is taxed.
Tax Code w/o Import (Consolidated)
The code that applies to all consolidated GST codes applied to this sale; any imported GST codes are not shown here.
Tax Rate
Displays the tax rate applied to each line item in the sale
Tax Subtotal
The total amount of all taxes applied to line items on the invoice
Tax Total
The total amount of tax charged for line items and freight on the sale
Terms
The terms that appear on the top of the transaction, that is, next to the Terms zoom arrow
Total
The total of the line items plus GST and freight charges. Doesn’t reflect any payments that may have been applied.

Some fields may not be available on some versions of the form layout.

Invoice—Item

Invoice—Item

Field nameData that will print in this field

More fields are available to customise this form:

Supplemental fields from the Applied Payment Details window

Supplemental fields from the Card Information window

Supplemental fields from the Company Information window

Supplemental fields from the Item Information window

*Inv/PO No.*
The number of the transaction with an asterisk before and after it
ABN (Australia only)
The Australian Business Number (ABN) entered in the Company Information window
ACN (Australia only)
Your company’s 9-digit Australian Company Number, from the Company Information window
Amount + GST
The amount of the line item plus the amount of the GST for the line item
Applied
The total of the payments that have been applied to the sale
Balance
Amount of the sale including GST and freight charges minus any payments that may have been applied; that is, the amount that appears in the Balance Due field of the sale.
Barcode
A scannable barcode representation that includes the Payee Number provided when you subscribed to M-Powered Services.
The barcode is generated using data from your software and data provided by Australia Post.
If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Category
(Not Basics)
The financial tracking category assigned to this sale
Col
An X is printed if the terms for the sale are COD
Comment
The comment entered on the transaction
Company Address
The company address entered in the Company Information window
Company Name
The company name entered in the Company Information window.
Cust PO No.
The entry in the Customer PO No. field on the transaction
Cust/Suppl ABN (Australia only)
The Australian Business Number (ABN) for this customer, from the Card Information window — Selling Details view
Customer Reference
A reference number for your company that is derived from the Payee Number on the Company Information window.
If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Date
The date entered on the transaction
Description/Backordered Label
The description of each line item entered on the transaction. The word “Backordered” appears above the line items that are entered in the Backorder column.
Disc %
The discount entered in the Disc % column of the sale
Due Date
The date the payment is due, based on the terms of the sale
Ex Amount
The tax-exclusive amount of each line item entered on the transaction
Ex Freight
The freight charges that apply to the sale, excluding GST on the freight charges
Ex Price 2The amount of each line item entered on the transaction, exclusive of GST, limited to 2 decimal places
Ex Subtotal
The subtotal of all amounts on the transaction, exclusive of any GST applied to these amounts
Ex Subtotal + Freight
The GST-exclusive subtotal amount for each item, including freight charges
Freight + tax
Includes the freight amount plus the GST on the freight
GST Total
The total amount of GST charged for line items and freight on the sale
Inc Amount
The amount of each line item, including the tax applied
Inc Freight
The freight charges that apply to the sale, including GST on the freight charges
Inc PriceThe amount of each line item entered on the transaction, inclusive of GST. May be shown with 6 decimal places, based on rounding
Inc Price 2The amount of each line item entered on the transaction, inclusive of GST, limited to 2 decimal places
Inc Subtotal
The total amount of all line items on the sale to which GST is applied
Invoice No.
The invoice number entered on the transaction
Invoice Type
The sale status of the invoice (Quote, Order or Invoice)
Job Description
The description of the job whose job number is entered for a line item
Job Name
The name of the job whose job number is entered for a line item
Job Number
The job number entered for a line item
Line Tax
The amount of tax for each line item
Mailing Address
The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo
The memo entered in the Journal Memo field of the transaction
My Item No.
The number of the item entered on the sale. This is the number for the item entered in the Item Information window.
Original Amount in English
The amount of the sale including GST and freight charges (but not including any payments that may have been applied) in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.
Page No.
The pages of the sale are counted; this field displays the number of the page.
Payment Method
The payment method selected when entering a payment for the sale. Data won’t print in this field if more than one payment has been applied to the sale.
Ppd
An X is printed if the terms of the sale are Prepaid.
PriceThe amount of each line item entered on the transaction, exclusive of GST. May be shown with 6 decimal places, based on rounding
Qty/Units
The amount entered in the Ship or Backordered field on the sale
Referral Source
The referral source entered on the transaction
Sales Value
The total amount of the sale used to compute GST
Salesperson
(Not Basics)
The salesperson entered on the transaction
Ship Date
The date entered in the Promised Date field on the transaction
Ship Via
The shipping method entered on the transaction
Shipping Address
The shipping address entered on the transaction
Tax
The amount of tax charged for line items and/or freight on the sale
Tax Code—Freight
Displays the tax code applied to freight charges if the freight entered on the sale is taxed.
Tax Code
The tax code applied to each line item in the invoice.
Tax Code Description
The applicable tax description(s) from the Tax Code List
Tax Code w/o Import (Consolidated)
The code that applies to all consolidated GST codes applied to this sale; any imported GST codes are not shown here.
Tax Rate
Displays the tax rate applied to each line item in the sale
Tax Total
The total amount of tax charged for line items and freight on the sale
Terms
The terms that appear on the top of the transaction, that is, next to the Terms zoom arrow
Total
The total of the line items plus GST and freight charges. Doesn’t reflect any payments that may have been applied.
Total Qty/Units
The total of all amounts in the Qty/Units column
Unit
The entry in the Selling Unit of Measure field in the Selling Details view of the Item Information window for the line item

Some fields may not be available on some versions of the form layout.

Invoice—Professional

Invoice—Professional

Field nameData that will print in this field

More fields are available to customise this form:

Supplemental fields from the Applied Payment Details window 

Supplemental fields from the Card Information window

Supplemental fields from the Company Information window

*Inv/PO No.*
The number of the transaction with an asterisk before and after it
ABN (Australia only)
The Australian Business Number (ABN) entered in the Company Information window
ACN (Australia only)
Your company’s 9-digit Australian Company Number, from the Company Information window
Applied
The total of the payments that have been applied to the sale
Balance
Amount of the sale including GST and freight charges minus any payments that may have been applied; that is, the amount that appears in the Balance Due field of the sale.
Barcode
A scannable barcode representation that includes the Payee Number provided when you subscribed to M-Powered Services.
The barcode is generated using data from your software and data provided by Australia Post.
If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Category
(Not Basics)
The financial tracking category assigned to this sale
Comment
The comment entered on the transaction
Company Address
The company address entered in the Company Information window
Company Name
The company name entered in the Company Information window.
Cust PO No.
The entry in the Customer PO No. field on the transaction
Customer Reference
A reference number for your company that is derived from the Payee Number on the Company Information window.
If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Cust/Suppl ABN (Australia only)
The Australian Business Number (ABN) for this customer, from the Card Information window — Selling Details view
Date
The date entered on the transaction
Description
The description of each line item entered on the transaction
Due Date
The date the payment is due, based on the terms of the sale
Ex Amount
The tax-exclusive amount of each line item entered on the transaction
Ex Subtotal
The subtotal of all amounts on the transaction, exclusive of any GST applied to these amounts
Invoice No.
The invoice number entered on the transaction
Invoice Type
The sale status of the invoice (Quote, Order or Invoice)
Job Description
The description of the job whose job number is entered for a line item
Job Name
The name of the job whose job number is entered for a line item
Job Number
The job number entered for a line item
Line Tax
The amount of tax for each line item
Mailing Address
The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo
The memo entered in the Journal Memo field of the transaction
Original Amount in English
The amount of the sale including GST and freight charges (but not including any payments that may have been applied) in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.
Page No.
The pages of the sale are counted; this field displays the number of the page.
Payment Method
The payment method selected when entering a payment for the sale. Data won’t print in this field if more than one payment has been applied to the sale.
Reference Date
The date of service for each line item entered on the transaction
Referral Source
The referral source entered on the transaction
Sales Value
The total amount of the sale used to compute GST
Salesperson
(Not Basics)
The salesperson entered on the transaction
Shipping Date
The date entered in the Promised Date field on the transaction
Tax
The amount of tax charged for line items and/or freight on the sale
Tax Code
The tax code applied to each line item in the invoice.
Tax Code Description
The applicable tax description(s) from the Tax Code List
Tax Code w/o Import (Consolidated)
The code that applies to all consolidated GST codes applied to this sale; any imported GST codes are not shown here.
Tax Rate
Displays the tax rate applied to each line item in the sale
Tax Total
The total amount of tax charged for line items and freight on the sale
Terms
The terms that appear on the top of the transaction, that is, next to the Terms zoom arrow
Total
The total of the line items plus GST and freight charges. Doesn’t reflect any payments that may have been applied.

Some fields may not be available on some versions of the form layout.

Invoice—Time Billing

Invoice—Time Billing

Field nameData that will print in this field

Supplemental fields from the Card Information window and Supplemental fields from the Company Information window are also available to customise this form.

Applied
The total of the payments that have been applied to the sale
Balance
Amount of the sale including GST and freight charges minus any payments that may have been applied; that is, the amount that appears in the Balance Due field of the sale. When the preference I include Items on Time Billing Invoices is marked, freight can be included on the Time Billing invoice layout, and the data in this field will include any freight charges entered.
Barcode
A scannable barcode representation that includes the Payee Number provided when you subscribed to M-Powered Services. The barcode is generated using data from your software and data provided by Australia Post. If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Category
The financial tracking category assigned to the transaction associated with this invoice
Comment
The comment entered on the transaction
Company Address
The company address entered in the Company Information window
Company Name
The company name entered in the Company Information window.
Cust PO No.
The entry in the Customer PO No. field on the transaction
Customer Reference
A reference number for your company that is derived from the Payee Number on the Company Information window. If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Date
The date entered on the transaction
Description/Backordered Label
The description entered in the Notes column on the transaction
Due Date
The date the payment is due, based on the terms of the sale
Invoice No.
The invoice number entered on the transaction
Invoice Type
The sale status of the invoice (Quote, Order or Invoice)
Job Description
The description of the job whose job number is entered for a line item
Job Name
The name of the job whose job number is entered for a line item
Job Number
The job number entered for a line item
Mailing Address
The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo
The memo entered in the Journal Memo field of the transaction
My Activity No.
Activity number from the Activity Information window — Profile view or the Item number from the Item Information window — Profile view. When the preference I include Items on Time Billing Invoices is marked, item numbers can appear in this field.
Original Amount in English
The amount of the sale including GST and freight charges (but not including any payments that may have been applied) in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.
Page No.
The pages of the sale are counted; this field displays the number of the page.
Payment Method
The payment method selected when entering a payment for the sale. Data won’t print in this field if more than one payment has been applied to the sale.
Qty/Units
The amount entered in the Hours/Units field on the sale
Reference Date
The date of service for each line item entered on the transaction
Referral Source
The referral source entered on the transaction
Sales Value
The total amount of the sale used to compute GST
Ship Date
The date entered in the Promised Date field on the transaction
Ship Via
The shipping method entered on the transaction. When the preference I include Items on Time Billing Invoices is marked, this field can appear on the Time Billing invoice layout.
Shipping Address
The shipping address entered on the transaction. When the preference I include Items on Time Billing Invoices is marked, this field can appear on the Time Billing invoice layout.
Terms
The terms that appear on the top of the transaction (that is, next to the Terms zoom arrow)
Total
The total of the line items plus GST and freight charges. (Doesn’t reflect any payments that may have been applied.) When the preference I include Items on Time Billing Invoices is marked, freight can be entered on the Time Billing invoice layout, and this total will include any freight charges entered.
Total Qty/Units
The total of all amounts in the Qty/Units column
Unit
The entry in the Unit of Measurements field of the Activity Information window

Some fields may not be available on some versions of the form layout.

Labels—Service

Labels—Service

Field nameData that will print in this field

Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used on this form. 

*Inv/PO No.*
The number of the transaction with an asterisk before and after it
Comment
The comment entered on the transaction
Cust PO No.
The entry in the Customer PO No. field on the transaction
Date
The date entered on the transaction
Invoice No.
The invoice number entered on the transaction
Ship Date
The date entered in the Promised Date field on the transaction
Ship Via
The ship method entered on the transaction
Shipping Address
The shipping address entered on the transaction

Some fields may not be available on some versions of the form layout.

Labels—Item

Labels—Item

Field nameData that will print in this field

Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used on this form. 

*Inv/PO No.*
The number of the transaction with an asterisk before and after it
Comment
The comment entered on the transaction
Cust PO No.
The entry in the Customer PO No. field on the transaction
Date
The date entered on the transaction
Invoice No.
The invoice number entered on the transaction
No. of items
The total number of items entered in the Shipped column of the sale
Ship Date
The date entered in the Promised Date field on the transaction
Ship Via
The ship method entered on the transaction
Shipping Address
The shipping address entered on the transaction

Some fields may not be available on some versions of the form layout.

Labels—Professional

Labels—Professional

Field nameData that will print in this field

Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used on this form. 

*Inv/PO No.*
The number of the transaction with an asterisk before and after it
Comment
The comment entered on the transaction
Cust PO No.
The entry in the Customer PO No. field on the transaction
Date
The date entered on the transaction
Invoice No.
The invoice number entered on the transaction
Mailing Address
The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Ship Date
The date entered in the Promised Date field on the transaction

Some fields may not be available on some versions of the form layout.

Labels—Time Billing (Not Basics)

Labels—Time Billing (Not Basics)

Field nameData that will print in this field

Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used on this form. 

*Inv/PO No.*
The number of the transaction with an asterisk before and after it
Comment
The comment entered on the transaction
Cust PO No.
The entry in the Customer PO No. field on the transaction
Date
The date entered on the transaction
Mailing Address
The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Ship Date
The date entered in the Promised Date field on the transaction
Ship Via
The ship method entered on the transaction
Shipping Address
The shipping address entered on the transaction

Some fields may not be available on some versions of the form layout.

Packing Slip—Service (Not Basics)

Packing Slip—Service (Not Basics)

Field nameData that will print in this field

More fields are available to customise this form:

Supplemental fields from the Card Information window

Supplemental fields from the Company Information window

Supplemental fields from the Applied Payment Details window 

*Inv/PO No.*
The number of the transaction with an asterisk before and after it
Applied
The total of the payments that have been applied to the sale
Balance
Amount of the sale including GST and freight charges minus any payments that may have been applied; that is, the amount that appears in the Balance Due field of the sale.
Category
The financial tracking category assigned to this sale
Comment
The comment entered on the transaction
Company Address
The company address entered in the Company Information window
Company Name
The company name entered in the Company Information window.
Date
The date entered on the transaction
Description
The description of each line item entered on the transaction
Due Date
The date the payment is due, based on the terms of the sale
Ex Subtotal + Freight
The GST-exclusive subtotal amount for each item, including freight charges
Freight
The freight amount entered on the sale. Includes the freight amount plus the GST on the freight
Freight + tax
Includes the freight amount plus the GST on the freight
Inc Freight
The charge including freight
Invoice Type
The sale status of the invoice (Quote, Order or Invoice)
Job Description
The description of the job whose job number is entered for a line item
Job Name
The name of the job whose job number is entered for a line item
Job Number
The job number entered for a line item
Mailing Address
The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo
The memo entered in the Journal Memo field of the transaction
Original Amount in English
The amount of the sale including GST and freight charges (but not including any payments that may have been applied) in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.
Page No.
The pages of the sale are counted; this field displays the number of the page.
Payment Method
The payment method selected when entering a payment for the sale. Data won’t print in this field if more than one payment has been applied to the sale.
Referral Source
The referral source entered on the transaction
Sales Value
The total amount of the sale used to compute GST
Ship Date
The date entered in the Promised Date field on the transaction
Ship Via
The shipping method entered on the transaction
Shipping Address
The shipping address entered on the transaction
Terms
The terms that appear on the top of the transaction, that is, next to the Terms zoom arrow
Total
The total of the line items plus GST and freight charges. Doesn’t reflect any payments that may have been applied.
None
The title of the form appears in this text field. You may edit this title like any other form text field.

Some fields may not be available on some versions of the form layout.

Packing Slip—Item (Not Basics)

Packing Slip—Item (Not Basics)

Field nameData that will print in this field

More fields are available to customise this form:

Supplemental fields from the Applied Payment Details window

Supplemental fields from the Card Information window

Supplemental fields from the Company Information window

Supplemental fields from the Item Information window 

*Inv/PO No.*
The number of the transaction with an asterisk before and after it
Applied
The total of the payments that have been applied to the sale
Balance
Amount of the sale including GST and freight charges minus any payments that may have been applied; that is, the amount that appears in the Balance Due field of the sale.
Category
The financial tracking category assigned to this sale
Col
An X is printed if the terms for the sale are COD
Comment
The comment entered on the transaction
Company Address
The company address entered in the Company Information window
Company Name
The company name entered in the Company Information window.
Cust PO No.
The entry in the Customer PO No. field on the transaction
Date
The date entered on the transaction
Description/Backordered Label
The description of each line item entered on the transaction. The text “Backordered” appears above the line items that are entered in the Backorder column.
Disc %
The discount entered in the Disc% column of the sale.
Due Date
The date the payment is due, based on the terms of the sale.
Freight + tax
Includes the freight amount plus the GST on the freight
Invoice Type
The sale status of the invoice (Quote, Order or Invoice)
Job Description
The description of the job whose job number is entered for a line item
Job Name
The name of the job whose job number is entered for a line item
Job Number
The job number entered for a line item
Mailing Address
The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo
The memo entered in the Journal Memo field of the transaction
Original Amount in English
The amount of the sale including GST and freight charges (but not including any payments that may have been applied) in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.
Packing Item No.
The item number that is recorded in the Item Information window and entered when the item is sold
Page No.
The pages of the sale are counted; this field displays the number of the page.
Payment Method
The payment method selected when entering a payment for the sale. Data won’t print in this field if more than one payment has been applied to the sale.
Ppd
An X is printed if the terms for the sale are Prepaid.
Price
The amount entered in the Price column of the sale.
Qty/Units
The amount entered in the Ship or Backordered field on the sale
Referral Source
The referral source entered on the transaction
Ship Date
The date entered in the Promised Date field on the transaction
Ship Via
The shipping method entered on the transaction
Shipping Address
The shipping address entered on the transaction
Subtotal
The total of the line item amounts on the sale (no GST included).
Subtotal + GST
Includes the subtotal amount plus the GST on the subtotal
Terms
The terms that appear on the top of the transaction, that is, next to the Terms zoom arrow
Total
The total of the line items plus GST and freight charges. Doesn’t reflect any payments that may have been applied.
Unit
The entry in the Selling Unit of Measure field in the Selling Details view of the Item Information window for the line item
None
The title of the form appears in this text field. You may edit this title like any other form text field.

Some fields may not be available on some versions of the form layout.

Packing Slip—Professional (Not Basics)

Packing Slip—Professional (Not Basics)

Field nameData that will print in this field

More fields are available to customise this form:

Supplemental fields from the Card Information window

Supplemental fields from the Company Information window

Supplemental fields from the Applied Payment Details window

*Inv/PO No.*
The number of the transaction with an asterisk before and after it
Applied
The total of the payments that have been applied to the sale
Balance
Amount of the sale including GST and freight charges minus any payments that may have been applied; that is, the amount that appears in the Balance Due field of the sale.
Category
The financial tracking category assigned to this sale
Comment
The comment entered on the transaction
Company Address
The company address entered in the Company Information window
Company Name
The company name entered in the Company Information window.
Cust PO No.
The entry in the Customer PO No. field on the transaction
Date
The date entered on the transaction
Description
The description of each line item entered on the transaction.
Due Date
The date the payment is due, based on the terms of the sale.
Invoice Type
The sale status of the invoice (Quote, Order or Invoice)
Job Description
The description of the job whose job number is entered for a line item
Job Name
The name of the job whose job number is entered for a line item
Job Number
The job number entered for a line item
Mailing Address
The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo
The memo entered in the Journal Memo field of the transaction
Original Amount in English
The amount of the sale including GST and freight charges (but not including any payments that may have been applied) in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.
Page No.
The pages of the sale are counted; this field displays the number of the page.
Payment Method
The payment method selected when entering a payment for the sale. Data won’t print in this field if more than one payment has been applied to the sale.
Reference Date
The date of service for each line item entered on the transaction.
Referral Source
The referral source entered on the transaction
Ship Date
The date entered in the Promised Date field on the transaction
Subtotal
The total of the line item amounts on the sale (no GST included).
Subtotal + GST
Includes the subtotal amount plus the GST on the subtotal
Terms
The terms that appear on the top of the transaction, that is, next to the Terms zoom arrow
Total
The total of the line items plus GST and freight charges. Doesn’t reflect any payments that may have been applied.
None
The title of the form appears in this text field. You may edit this title like any other form text field.

Some fields may not be available on some versions of the form layout.

Remittance Advice—Pay Bills (Not Basics)

Remittance Advice—Pay Bills (Not Basics)

Field nameData that will print in this field

Supplemental fields from the Company Information window can also be used on this form.

Category
The financial tracking category assigned to this sale
Cheque Amount
The amount entered on the transaction in numeric form
Cheque Number
The cheque number entered on the transaction
Company Address
The company address entered in the Company Information window
Company Name
The company name entered in the Company Information window
Finance Charges
The total amount of the finance charge from each invoice within the Pay Bills transaction
Finance Charges—Label
The finance charge label for the invoice field within the Pay Bills transaction
Memo
The memo entered in the Journal Memo field of the transaction
Page No.
The pages of the transaction are counted; this field displays the number of the page.
Payee
The name and address of the selected supplier, as entered in the supplier card.
Account Name
The name of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund)
Account No.
The number of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund)
Allocation Amount
The allocation amount entered on the transaction
Invoice Debit Memos
The total of any debit memos posted against this bill
Invoice Discounts
The total discounts that have been applied to this bill
Invoice Payments
The total payments that have been applied to pay this bill
Invoice Total Amount
The original value of the bill
Invoice Total Debits
The total of payments and debit memos posted against this bill

Some fields may not be available on some versions of the form layout.

Remittance Advice—Spend Money

Remittance Advice—Spend Money

Field nameData that will print in this field

Supplemental fields from the Company Information window can also be used on this form.

 A.B.N  (Australia only)The Australian Business Number (ABN) entered in the Company Information window
 A.B.N Branch (Australia only)The A.B.N. Branch number entered in the Company Information window
 A.C.N (Australia only)Your company’s 9-digit Australian Company Number, from the Company Information window

Category (Not Basics)

The financial tracking category assigned to this sale
Cheque Amount
The amount entered on the transaction in numeric form
Cheque Number
The cheque number entered on the transaction
Company Address
The company address entered in the Company Information window
Company Name
The company name entered in the Company Information window
Memo
The memo entered in the Journal Memo field of the transaction
Page No.
The pages of the transaction are counted; this field displays the number of the page.
Payee
The name and address of the selected supplier, as entered in the supplier card.
Payment DateThe date entered Payment Date field on the transaction
Sales Tax NumberThe Sales Tax Number from the Company Information window
Supplier's A.B.N (Australia only)The Australian Business Number (ABN) for this supplier, from the Card Information window — Buying Details view
Account Name
The name of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund)
Account No.
The number of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund)
Allocation Amount
The allocation amount entered on the transaction
Allocation Memo
The allocation memo entered on the transaction

Some fields may not be available on some versions of the form layout.

Remittance Advice—Credit Refund

Remittance Advice—Credit Refund

Field nameData that will print in this field

Supplemental fields from the Company Information window can also be used on this form.

 A.B.N (Australia only)The Australian Business Number (ABN) entered in the Company Information window
 A.B.N Branch (Australia only)The A.B.N. Branch number entered in the Company Information window
 A.C.N (Australia only)Your company’s 9-digit Australian Company Number, from the Company Information window

Category (Not Basics)

The financial tracking category assigned to this sale
Cheque Amount
The amount entered on the transaction in numeric form
Cheque Number
The cheque number entered on the transaction
Company Address
The company address entered in the Company Information window
Company Name
The company name entered in the Company Information window
Memo
The memo entered in the Journal Memo field of the transaction
Page No.
The pages of the transaction are counted; this field displays the number of the page.
Payee
The name and address of the selected supplier, as entered in the supplier card.
Payment DateThe date entered Payment Date field on the transaction
Account Name
The name of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund)
Account No.
The number of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund)
Allocation Amount
The allocation amount entered on the transaction
Allocation Memo
The allocation memo entered on the transaction

Some fields may not be available on some versions of the form layout.

Statements—Invoice

Statements—Invoice

Field nameData that will print in this field

Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used on this form. 

*Inv/PO No.*The number assigned to each sales transaction with an asterisk before and after it
“Amount Remitted”None. The basic form layout provides only a text title here, allowing you to present this portion of the statement to your customer as a remittance stub. Your customer may enter a remittance amount on the horizontal line below this text.
1st Ageing Period
The entry in this field depends on your selections for Ageing in the Reports & Forms tab of the Preferences window.
If you selected Daily Ageing, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 1st Period. For example, if “30 Days” is the entry in the Period 1 field, this entry is the title for amounts that are overdue 1 to 30 days. (Overdue amounts appear in the Period 1 data field.)
If you selected Monthly Ageing and Identify by Month Names, the name of the month previous to the current month is displayed; this entry represents the month in which the invoice became overdue.
If you selected Monthly Ageing and Identify by Month Numbers, the entry is 1 Month; this entry is the title for how many months the invoice is overdue.
2nd Ageing Period
The entry in this field depends on your selections for Ageing in the Reports & Forms view of the Preferences window.
If you selected Daily Ageing, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 2nd Period. For example, if “60 Days” is the entry in the Period 2 field, the entry is the title for amounts that are 31 to 60 days overdue. (Overdue amounts appear in the Period 2 data field.)
If you selected Monthly Ageing and Identify by Month Names, the name of the month that is two months previous to the current month is displayed; the entry represents the month in which the invoice became overdue.
If you selected Monthly Ageing and Identify by Month Numbers, the entry is 2 Months; this entry is the title for how many months the invoice is overdue.
3rd Ageing Period
The entry in this field depends on your selections for Ageing in the Reports & Forms view of the Preferences window.
If you selected Daily Ageing, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 3rd Period. For example, if “60+ Days” is the entry in the Period 3 field, the entry is the title for amounts that are overdue more than 60 days. (Overdue amounts appear in the Period 3 data field.)
If you selected Monthly Ageing and Identify by Month Names, the name of the month that is three months previous to the current month is displayed; the entry represents the period in which the invoice became overdue.
If you selected Monthly Ageing and Identify by Month Numbers, the entry is 2+Months; this entry is the title for how many months the invoice is overdue.
Balance DueAmount of the sale including GST and freight charges minus any payments that have been applied. This is the amount that appears in the Balance Due field of each sale.
Barcode
A scannable barcode representation that includes the Payee Number provided when you subscribed to M-Powered services. The barcode is generated using data from your software and data provided by Australia Post.
If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Billing AddressThe address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Company AddressThe company address entered in the Company Information window
Company NameThe company name entered in the Company Information window
Current DateThe date shown in your company file; the date the statement is printed and on which any finance charges will be applied to an outstanding balance.
CurrentThe total of the balance due amounts that isn’t past the payment due date. The amount is calculated using the terms that appear in the Terms field of each invoice.
Customer Reference
A reference number for your company that is derived from the Payee Number on the Company Information window.
If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Cust PO No.The entry in the Customer PO No. field on each transaction
Cust/Suppl ABN (Australia only)The Australian Business Number (ABN) for this customer, from the Card Information window — Selling Details view
DateThe date entered on each invoice and payment on the statement
Deposits BalanceThe total amount of deposits available to be applied to this customer’s orders.
Ex ChargeThe amount due each invoice, exclusive of any finance charges. Finance charges are added to the amount due only if you’ve marked “Add Finance Charges to Amount Due” in the Advanced Filters window.
Ex TotalThe total amount due on the open invoices, minus any finance charges. Finance charges are added to the amount due only if you’ve marked “Add Finance Charges to Amount Due” in the Advanced Filters window.
Finance ChargesThe total finance charge made to this customer as of the date the statement is printed
Finance Charges—LabelDisplays a title for the amount appearing in the Finance Charges data field.
ID#Displays the number of each invoice and the number of each payment applied to the invoice.
Inc ChargesThe amount that appears in the Total Amount field of each invoice (includes any finance charges)
Inc TotalThe total amount due on the open invoices, including the amount of any applicable taxes. Finance charges are added to the amount due only if you’ve marked “Add Finance Charges to Amount Due” in the Advanced Filters window.
Invoice No.The invoice number entered on the sale. (An invoice statement lists only invoices that are open.)
MemoThe memo entered on each invoice
Page No.The pages of the statement are counted; this field displays the number on each page.
Payments—All TypesDisplays all payments applied to each invoice, including credits, discounts and payments received.
Payments—Credits AppliedDisplays all credits applied to each invoice.
Payments—Discounts AppliedDisplays all discounts applied to each invoice.
Payments—Received PaymentsDisplays all payments received for each invoice.
Period 1The total amount overdue in the 1st Ageing Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 1st Ageing Period, see that field’s information in this table.)
Period 2The total amount overdue in the 2nd Ageing Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 2nd Ageing Period, see that field’s information in this table.)
Period 3The total amount overdue in the 3rd Ageing Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 3rd Ageing Period, see that field’s information in this table.)
Statement DateThe date on which the statement was created.
TaxThe amount of tax charged on each invoice on the statement
GST SubtotalThe total amount of all GST applied to all invoices on the statement
NoneThe title of the form appears in this text field. You may edit this title like any other form text field.

Some fields may not be available on some versions of the form layout.

Statements—Activity

Statements—Activity

Field nameData that will print in this field

Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used on this form. 

“Amount Remitted”None. The basic form layout provides only a text title here, allowing you to present this portion of the statement to your customer as a remittance stub. Your customer may enter a remittance amount on the horizontal line below this text.
1st Ageing Period
The entry in this field depends on your selections for Ageing in the Reports & Forms view of the Preferences window.
If you selected Daily Ageing, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 1st Period. For example, if “30 Days” is the entry in the Period 1 field, this entry is the title for amounts that are overdue 1 to 30 days. (Overdue amounts appear in the Period 1 data field.)
If you selected Monthly Ageing and Identify by Month Names, the name of the month previous to the current month is displayed; this entry represents the month in which the invoice became overdue.
If you selected Monthly Ageing and Identify by Month Numbers, the entry is 1 Month; this entry is the title for how many months the invoice is overdue.
2nd Ageing Period
The entry in this field depends on your selections for Ageing in the Reports & Forms view of the Preferences window.
If you selected Daily Ageing, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 2nd Period. For example, if “60 Days” is the entry in the Period 2 field, the entry is the title for amounts that are 31 to 60 days overdue. (Overdue amounts appear in the Period 2 data field.)
If you selected Monthly Ageing and Identify by Month Names, the name of the month that is two months previous to the current month is displayed; the entry represents the month in which the invoice became overdue.
If you selected Monthly Ageing and Identify by Month Numbers, the entry is 2 Months; this entry is the title for how many months the invoice is overdue.
3rd Ageing Period
The entry in this field depends on your selections for Ageing in the Reports & Forms view of the Preferences window.
If you selected Daily Ageing, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 3rd Period. For example, if “60+ Days” is the entry in the Period 3 field, the entry is the title for amounts that are overdue more than 60 days. (Overdue amounts appear in the Period 3 data field.)
If you selected Monthly Ageing and Identify by Month Names, the name of the month that is three months previous to the current month is displayed; the entry represents the period in which the invoice became overdue.
If you selected Monthly Ageing and Identify by Month Numbers, the entry is 2+Months; this entry is the title for how many months the invoice is overdue.
As Of DateThe first date on which charges in this statement were posted.
Balance DueAmount of the sale including GST and freight charges minus any payments that have been applied. This is the amount that appears in the Balance Due field of each sale.
BalanceThe balance carried forward for this customer, as at the “Activity From” date
Barcode
A scannable barcode representation that includes the Payee Number provided when you subscribed to M-Powered services. The barcode is generated using data from your software and data provided by Australia Post.
If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Billing AddressThe address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Company AddressThe company address entered in the Company Information window
Company NameThe company name entered in the Company Information window
CurrentThe total of the balance due amounts that isn’t past the payment due date. The amount is calculated using the terms that appear in the Terms field of each invoice.
Current DateThe date shown in your system for the date the statement is printed.
Cust PO No.The entry in the Customer PO No. field on each transaction
Customer Reference
A reference number for your company that is derived from the Payee Number on the Company Information window.
If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Cust/Suppl ABN (Australia only)The Australian Business Number (ABN) for this customer, from the Card Information window — Selling Details view
DateThe date entered on each invoice and payment on the statement
Deposits BalanceThe total amount of deposits available to be applied to this customer’s orders.
Ex ChargeThe amount due each invoice, exclusive of any finance charges. Finance charges are added to the amount due only if you’ve marked “Add Finance Charges to Amount Due” in the Advanced Filters window.
Ex TotalThe total amount due on the open invoices, minus any finance charges. Finance charges are added to the amount due only if you’ve marked “Add Finance Charges to Amount Due” in the Advanced Filters window.
Finance ChargesThe total finance charge made to this customer as of the date the statement is printed
Finance Charges—LabelDisplays a title for the amount appearing in the Finance Charges data field.
Inc ChargesThe amount that appears in the Total Amount field of each invoice (includes any finance charges)
Inc TotalThe total amount due on the open invoices, including the amount of any applicable taxes. Finance charges are added to the amount due only if you’ve marked “Add Finance Charges to Amount Due” in the Advanced Filters window.
MemoThe memo entered on each invoice
Page No.The pages of the statement are counted; this field displays the number on each page.
PaymentThe amount that appears in the Applied to Date field of each invoice
Period 1The total amount overdue in the 1st Ageing Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 1st Ageing Period, see that field’s information in this table.)
Period 2The total amount overdue in the 2nd Ageing Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 2nd Ageing Period, see that field’s information in this table.)
Period 3The total amount overdue in the 3rd Ageing Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 3rd Ageing Period, see that field’s information in this table.)
Ref. No.The number entered on each invoice, order and payment.
TaxThe amount of tax charged on each invoice on the statement
To DateThe date shown in your system; this is the date on which finance charges (if any) are applied to any outstanding balance
NoneThe title of the form appears in this text field. You may edit this title like any other form text field.

Some fields may not be available on some versions of the form layout.

Mailing Labels

Mailing Labels

Field nameData that will print in this field

Supplemental fields from the Card Information window can also be used on this form.

 First AddressThe address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
 Name The name entered in the Name field of the Card Information window — Profile view

Some fields may not be available on some versions of the form layout.

Purchase Order—Service (Not Basics)

Purchase Order—Service (Not Basics)

Field nameData that will print in this field

Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used on this form. 

*Inv/PO No.*
The number of the transaction with an asterisk before and after it
Amount
The amount of each line item entered on the transaction
Amount + GST
The amount of the line item plus the amount of GST for the line item
Applied
The total of the payments that have been applied to this purchase
Balance
Amount of purchase including GST and freight charges minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the purchase.
CategoryThe financial tracking category assigned to this purchase
CommentThe comment entered on the transaction
Company AddressThe company address entered in the Company Information window
Company NameThe company name entered in the Company Information window
DateThe date entered on the transaction
DescriptionThe description of each line item entered on the transaction
Due DateThe date the payment is due, based on the terms of the purchase
Ex Subtotal + FreightThe GST-exclusive subtotal amount for each item, including freight charges
Freight + GSTIncludes the freight amount plus the GST on the freight
Job DescriptionThe description of the job whose job number is entered for a line item
Job NameThe name of the job whose job number is entered for a line item
Job NumberThe job number entered for a line item
Mailing AddressThe address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
MemoThe memo entered in the Journal Memo field of the transaction
Original Amount in EnglishThe amount of the purchase including GST and freight charges (but not including any payments that may have been applied). Amounts up to and including 99,999.99 are printed in words; larger amounts are printed in numeric form.
Page No.The pages of the purchase are counted; this field displays the number of the page
Purchase TypeThe type of the purchase at the time it is printed — Bill, Order or Quote
Purchases ValueThe total amount of the purchase used to compute GST
Shipping AddressThe shipping address entered on the transaction
Ship DateThe date entered in the Promised Date field on the transaction
Ship ViaThe shipping method entered on the transaction
Supp Inv No.The entry in the Supplier Inv No. field on the transaction
TermsThe terms that appear on the top of the transaction, next to the Terms zoom arrow
TotalThe total of the line items plus GST and freight charges. Doesn’t reflect any payments that may have been applied.

Some fields may not be available on some versions of the form layout.

Purchase Order—Item (Not Basics)

Purchase Order—Item (Not Basics)

Field nameData that will print in this field

More fields are available to customise this form:

Supplemental fields from the Card Information window

Supplemental fields from the Company Information window

Supplemental fields from the Item Information window 

*Inv/PO No.*
The number of the transaction with an asterisk before and after it
Amount
The amount of each line item entered on the transaction
Amount + GST
The amount of the line item plus the amount of GST for the line item
Applied
The total of the payments that have been applied to this purchase
Balance
Amount of purchase including GST and freight charges minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the purchase.
CategoryThe financial tracking category assigned to this purchase
ColAn X is printed if the terms for the purchase are COD
CommentThe comment entered on the transaction
Company AddressThe company address entered in the Company Information window
Company NameThe company name entered in the Company Information window
Cust PO No.The entry in the Customer PO No. field on the transaction
DateThe date entered on the transaction
Description/Backordered LabelThe description of each line item entered on the transaction. The text “Backordered” appears above the line items that are entered in the Backorder column.
Disc %The discount entered in the Disc% column of the purchase
Due DateThe date the payment is due, based on the terms of the purchase
Ex Subtotal + FreightThe GST-exclusive subtotal amount for each item, including freight charges
Freight + GSTIncludes the freight amount plus the GST on the freight
Inc PriceThe price of each line item entered on the transaction, inclusive of GST. May be shown up to 6 decimal places, based on rounding
Inc Price 2The price of each line item entered on the transaction, inclusive of GST. Limited to 2 decimal places
Job DescriptionThe description of the job whose job number is entered for a line item
Job NameThe name of the job whose job number is entered for a line item
Job NumberThe job number entered for a line item
Mailing AddressThe address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
MemoThe memo entered in the Journal Memo field of the transaction
My Item No.The number of the item entered on the purchase, which is the number for the item entered in the Item Information window
Original Amount in EnglishThe amount of the purchase including GST and freight charges (but not including any payments that may have been applied). Amounts up to and including 99,999.99 are printed in words; larger amounts are printed in numeric form.
Page No.The pages of the purchase are counted; this field displays the number of the page
PpdAn X is printed if the terms for the purchase are Prepaid.
PriceThe price of each line item entered on the transaction, exclusive of GST. May be shown up to 6 decimal places, based on rounding
Price 2The price of each line item entered on the transaction, exclusive of GST. Limited to 2 decimal places
Purchase TypeThe type of the purchase at the time it is printed — Bill, Order or Quote
Qty/UnitsThe amount entered in the Received or Backordered field on the purchase
Ship DateThe date entered in the Promised Date field on the transaction
Ship ViaThe shipping method entered on the transaction
Shipping AddressThe shipping address entered on the transaction
Suppl Inv No.The entry in the Supplier Inv No. field on the transaction
Supplier’s Item No.The number entered in the Supplier Item Number field found in the Buying Details view of the Item Information window
GST Code—FreightAn X is printed if the freight entered on the purchase is taxed
TermsThe terms that appear on the top of the transaction, next to the Terms zoom arrow
TotalThe total of the line items plus GST and freight charges. Doesn’t reflect any payments that may have been applied.
Total Qty/UnitsThe total of all amounts in the Qty/Units column
UnitThe entry in the Selling Unit of Measure field in the Selling Details view of the Item Information window for the line item
NoneYou may add another text field below this heading to display the name of the salesperson responsible for this purchase.

Some fields may not be available on some versions of the form layout.

Purchase Order—Professional (Not Basics)

Purchase Order—Professional (Not Basics)

Field nameData that will print in this field

Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used on this form. 

*Inv/PO No.*
The number of the transaction with an asterisk before and after it
Amount + GST
The amount of the line item plus the amount of GST for the line item
Applied
The total of the payments that have been applied to this purchase
Balance
Amount of purchase including GST and freight charges minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the purchase.
CategoryThe financial tracking category assigned to this purchase
CommentThe comment entered on the transaction
Company AddressThe company address entered in the Company Information window
Company NameThe company name entered in the Company Information window
Cust PO No.The entry in the Customer PO No. field on the transaction
DateThe date entered on the transaction
DescriptionThe description of each line item entered on the transaction
Due DateThe date the payment is due, based on the terms of the purchase
Ex AmountThe tax-exclusive amount of each line item entered on the transaction.
Ex SubtotalThe tax-exclusive subtotal amount of the item, including any freight charges that apply.
Job DescriptionThe description of the job whose job number is entered for a line item
Job NameThe name of the job whose job number is entered for a line item
Job NumberThe job number entered for a line item
Mailing AddressThe address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
MemoThe memo entered in the Journal Memo field of the transaction
Original Amount in EnglishThe amount of the purchase including GST and freight charges (but not including any payments that may have been applied). Amounts up to and including 99,999.99 are printed in words; larger amounts are printed in numeric form.
Page No.The pages of the purchase are counted; this field displays the number of the page
Purchase TypeThe type of the purchase at the time it is printed — Bill, Order or Quote
Reference DateThe date of service for each line item entered on the transaction
Ship DateThe date entered in the Promised Date field on the transaction
Suppl Inv No.The entry in the Supplier Inv No. field on the transaction
Tax Code—FreightAn X is printed if the freight entered on the purchase is taxed
TermsThe terms that appear on the top of the transaction, next to the Terms zoom arrow
TotalThe total of the line items plus GST and freight charges. Doesn’t reflect any payments that may have been applied.

Some fields may not be available on some versions of the form layout.

Payment Receipts

Payment Receipts

Field nameData that will print in this field

Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used on this form. 

Allocation Amount
The allocation amount entered on the transaction
Amount in English
The amount received in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.
Amount in Numeric
The amount received with the full currency name.
Amount Received
The amount received — numeric
Authorisation Code
The authorisation code displayed in the Processed Receipt window.
Company Address
The company address entered in the Company Information window
Company NameThe company name entered in the Company Information window
DateThe date the receipt is printed.
ID NumberThe AccountRight transaction ID assigned to the payment transaction
Invoice No./Acct. No.The invoice number entered on the transaction
Invoice Date/Acct. NameThe invoice date entered on the transaction
MemoThe memo entered in the Journal Memo field of the transaction
Name on CardInformation displayed in the Process Receipt window
Original AmountAmount of the sale including GST and freight charges.
Payment MethodThe payment method selected when entering a payment.
Payment Method NumberThe number that is entered in the Applied Payment Detail window for a credit card payment method.
PayorThe name and address of the contact who made the payment, as entered on the Card Information window — Profile view
Transaction TypeThe type of transaction entered: Sale, Void or Credit

Some fields may not be available on some versions of the form layout.

Supplemental field descriptions

These are additional fields you can add to some forms. You add them the same way you do with other fields, via the Fields button in the Customise toolbar.

 

Supplemental fields from the Applied Payment Details window

Supplemental fields from the Applied Payment Details window

 

Field name(s)Data that will print in each fieldForms you can add these fields to
Account 1—Amount
Account 2—Amount
Account 3—Amount
The Calculated Amount for Accounts 1-3 (as applicable) for each Pay Employee transactionStub Layout—Paycheque/Pay Advice (Plus, Premier)
Account 1—Bank Account Name
Account 2—Bank Account Name
Account 3—Bank Account Name
The entry in the Bank Acct Name field for Accounts 1-3 (as applicable) for each Pay employee transactionStub Layout—Paycheque/Pay Advice (Plus, Premier)
Account 1—Bank Account Number
Account 2—Bank Account Number
Account 3—Bank Account Number
The account numbers for Accounts 1-3 (as applicable) for each Pay Employee transactionStub Layout—Paycheque/Pay Advice (Plus, Premier)
Account 1—BSB Number
Account 2—BSB Number
Account 3—BSB Number
The BSB Numbers for Accounts 1-3 (as applicable) for each Pay Employee transactionStub Layout—Paycheque/Pay Advice (Plus, Premier)
Card NumberThe card number entered in the Applied Payment Details window when a credit or debit card payment is applied to the sale. This field won’t print if more than one payment has been applied to the sale.

All invoices Packing Slip—Service (Not Basics) Packing Slip—Item (Not Basics) Packing Slip—Professional (Not Basics)

Cheque NumberThe cheque number entered in the Applied Payment Details window when entering a cheque payment for the sale. This field won’t print if more than one payment has been applied to the sale.

All invoices Packing Slip—Service (Not Basics) Packing Slip—Item (Not Basics) Packing Slip—Professional (Not Basics)

Expiry DateThe expiry date entered in the Applied Payment Details window when a credit or debit card payment is applied to the sale. This field won’t print if more than one payment has been applied to the sale.

All invoices Packing Slip—Service (Not Basics) Packing Slip—Item (Not Basics) Packing Slip—Professional (Not Basics)

Name on CardThe name on the card entered in the Applied Payment Details window when a credit or debit card payment is applied to the sale. This field won’t print if more than one payment has been applied to the sale.

All invoices Packing Slip—Service (Not Basics) Packing Slip—Item (Not Basics) Packing Slip—Professional (Not Basics)

Payment NotesThe entry in the Notes field of the Applied Payment Details window when a payment is applied to the sale. This field won’t print if more than one payment has been applied to the sale.

All invoices Packing Slip—Service (Not Basics) Packing Slip—Item (Not Basics) Packing Slip—Professional (Not Basics)

Statement TextContent of the Statement Text field in the Applied Payment Details window for Pay Employee transactionsStub Layout—Paycheque/Pay Advice (Plus, Premier)
Supplemental fields from the Card Information window

Supplemental fields from the Card Information window

 

Field name(s)Data that will print in each field

Forms you can add these fields to

Addr2—Contact
Addr3—Contact
Addr4—Contact
Addr5—Contact
The name of each contact entered for the Address 2-5 Locations shown in the Card Information window—Profile view

All Sales Forms, All Purchase Orders, Mailing Labels, Payment Receipts

Addr2—Country
Addr3—Country
Addr4—Country
Addr5—Country
The entry in each Country field for the Address 2-5 locations (if any) in the Card Information window. This information will print only if a card has been entered on the transaction.

All Sales Forms, All Purchase Orders, Cheque Layout, Mailing Labels, Payment Receipts

Addr2—Email
Addr3—Email
Addr4—Email
Addr5—Email
The email addresses entered on the Card Information window — Profile view for the Address 2-5 locations

All Sales Forms, All Purchase Orders, Mailing Labels

Addr2—Fax
Addr3—Fax
Addr4—Fax
Addr5—Fax
The fax numbers entered for the Address 2-5 locations on the Card Information window—Profile view

All Sales Forms, All Purchase Orders, Mailing Labels

Addr2—Phone1
Addr2—Phone2
Addr2—Phone3
The No.1-3 phone numbers entered on the Card Information window — Profile view for the Address 2 Location

All Sales Forms, All Purchase Orders, Mailing Labels

Addr2—Salutation
Addr3—Salutation
Addr4—Salutation
Addr5—Salutation
The names or titles entered in each Salutation field for the Address 2-5 locations shown in the Card Information window — Profile view

All Sales Forms, All Purchase Orders, Mailing Labels

Addr2—WWW
Addr3—WWW
Addr4—WWW
Addr5—WWW
The World Wide Web addresses entered for the Address 2-5 locations on the Card Information window — Profile view

All Sales Forms, All Purchase Orders, Mailing Labels

Addr3—Phone1
Addr3—Phone2
Addr3—Phone3
The No.1-3 phone number entered on the Card Information window — Profile view for the Address 3 Location

All Sales Forms, All Purchase Orders, Mailing Labels

Addr4—Phone1
Addr4—Phone2
Addr4—Phone3
The No.1-3 phone numbers entered on the Card Information window — Profile view for the Address 4 Location

All Sales Forms, All Purchase Orders, Mailing Labels

Addr5—Phone1
Addr5—Phone2
Addr5—Phone3
The No.1-3 phone numbers entered on the Card Information window — Profile view for the Address 5 Location

All Sales Forms, All Purchase Orders, Mailing Labels

Address 2
Address 3
Address 4
Address 5
The street addresses entered on the Card Information window — Profile view for the Address 2-5 locations

All Sales Forms, All Purchase Orders, Mailing Labels

Card Custom Field 1
Card Custom Field 2
Card Custom Field 3
The entry(ies) in the Custom Field No.1-3 fields of the Card Information window. This information will print only if a card has been entered on the transaction.

All Sales Forms, All Purchase Orders, Cheque Layout, Mailing Labels, Payment Receipts

Card Custom List 1
Card Custom List 2
Card Custom List 3
The entry(ies) in the Custom List No.1-3 fields of the Card Information window. This information will print only if a card has been entered on the transaction.

All Sales Forms, All Purchase Orders, Cheque Layout, Mailing Labels, Payment Receipts

Card IDThe Card ID from the Card Information window. This information will print only if a card has been entered on the transaction.

All Sales Forms, All Purchase Orders, Cheque Layout, Mailing Labels, Payment Receipts

Contact NameThe name of the contact entered on the Card Information window — Profile view for the Address 1 Location

All Sales Forms, All Purchase Orders, Cheque Layout, Mailing Labels, Payment Receipts

CountryThe entry in the Country field for Address 1 in the Card Information window

All Sales Forms, All Purchase Orders, Cheque Layout, Mailing Labels, Payment Receipts

Cust/Suppl ABN Branch (Australia only)The Australian Business Number (ABN) for a customer or supplier’s branch or subsidiary. Derived from the Card Information window — Selling Details view (for customers) or the Buying Details view (for suppliers).

All Sales Forms, All Purchase Orders

EmailThe email address entered on the Card Information window — Profile view for the Address 1 Location

All Sales Forms, All Purchase Orders

Employee Superannuation Membership #The Employee Membership # for this employee, as entered on the Card Information window—Payroll Details view.Stub Layout—Paycheque/Pay Advice (Plus, Premier)
Fax No.The fax number entered on the Card Information window — Profile view for the Address 1 Location

All Sales Forms, All Purchase Orders

FrequencyThe Pay Frequency shown on the Payroll Details tab of the Card Information window for the employeeStub Layout—Paycheque/Pay Advice (Plus, Premier)
GST ID Number (New Zealand only)The customer's GST ID number, from the Card Information window — Selling Details view. All Sales Forms 
Mailing AddressThe address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
All Sales Forms
(Supplemental on Service, Time Billing and Item labels only)
All Purchase Orders
Notes from CardEntry in the Notes field on the Card Details tab of the Card Information window

Cheques and Stubs: - Cheque Layout - Stub Layout—Paycheque/Pay Advice (Plus, Premier) All Sales Forms All Purchase Orders Payment Receipts

Phone No.1
Phone No.2
Phone No.3
The No.1-3 phone numbers entered on the Card Information window — Profile view for the Address 1 Location

All Sales Forms, All Purchase Orders, Cheque Layout, Mailing Labels, Payment Receipts

SalutationThe name or title entered in the Salutation field on the Card Information window — Profile view for the Address 1 Location.

All Sales Forms, All Purchase Orders

Second AddressThe address entered for the Address 2: Ship To selection of the Location field in the Card Information window — Profile view

Mailing Labels

Superannuation Fund NameThe superannuation fund designated for the employee on the Payroll Details tab of the Card Information windowStub Layout—Paycheque/Pay Advice (Plus, Premier)
Tax ID NumberThe Tax ID number for this customer or supplier, as entered in the Card Information window — Selling Details view (for customers), or the Buying Details view (for suppliers).

Sales Forms: All Invoices, All Packing Slips, Statements—Invoice Statements—Activity, All Purchase Orders

WWW

The World Wide Web address entered on the Card Information window — Profile view for the Address 1 Location

Want your company's WWW address displayed on a form? Add it to your form using a text box.

All Sales Forms, All Purchase Orders, Mailing Labels

Supplemental fields from the Company Information window

Supplemental fields from the Company Information window

 

Field name(s)Data that will print in each field

Forms you can add these fields to

ABN Branch (Australia only)The Australian Business Number (ABN) for your branch or subsidiary, as entered in the Company Information windowAll Forms
ACN (Australia only)Your company’s 9-digit Australian Company Number, from the Company Information window

Cheque Layout All stub layouts Payment Receipts

Company ACN/ARBN (Australia only)Your company’s 9-digit Australian Company Number, from the Company Information windowAll Shipping Labels
Company AddressThe company address entered in the Company Information window.

Cheque Layout All Shipping Labels All Invoices All Packing Slips

Company EmailThe email address entered in the Company Information window

Cheque Layout

All Sales Forms
All Purchase Orders
Company FaxThe fax number entered in the Company Information window

Cheque Layout

All Sales Forms
All Purchase Orders
Company NameThe company name entered in the Company Information window.Cheque Layout All Shipping Labels All Invoices All Packing Slips
Company PhoneThe company phone number entered in the Company Information windowCheque Layout All Sales Forms
All Purchase Orders
Company Reg. Number (New Zealand only)Your company's registration number, as entered in the Company Information window 

All Cheques and Stubs All Invoices and Packing Slips All Purchase Orders Payment Receipts 

 GST Reg. Number (New Zealand only)Your company's GST Registration Number, from the Company Information window. 

Cheques and Stubs: - Cheque Layout - Stub Layout — Payable - Stub Layout — Refund 

Sales Tax Number (Australia only)The Sales Tax Number from the Company Information windowAll Forms
Supplemental fields from the Item Information window

Supplemental fields from the Item Information window

 

Field name(s)Data that will print in each field

Forms you can add these fields to

Item Custom Field 1
Item Custom Field 2
Item Custom Field 3
The entries in the Custom Field No.1-3 fields of the Item Information window — Item Details view

Invoice—Item Packing Slip—Item (Not Basics) Purchase Order—Item (Not Basics)

Item Custom List 1
Item Custom List 2
Item Custom List 3
The entries in the Custom List No.1-3 fields of the Item Information window

Invoice—Item Packing Slip—Item (Not Basics) Purchase Order—Item (Not Basics)

Item DescriptionThe description of the item as entered in the Item Information window — Item Details view.

Invoice—Item Packing Slip—Item (Not Basics) Purchase Order—Item (Not Basics)

My Item No.The number of each item as entered in the Item Information window.

Packing Slip—Item (Not Basics)

 

 

 

Price
The amount of each line item entered on the transaction, exclusive of GST. May be shown with 6 decimal places, based on rounding