Invoice Template Variables

Date and code

Code to paste to template

Information to be displayed in the saved document

\STATUS\

Invoice status

Example:

Expected within 30 days, Settled 5 days earlier

\DATE_DUE\

\SETTLEMENT_DATE\

Date when invoice is due, in the following format:

10/4/2006

\DATE_DUE_LONG\

\SETTLEMENT_LONGDATE\

\DUE_DATELONG\

Date when invoice is due, in the following format:

Monday, October 04, 2006

\INVOICE_DATE\

\INV_DATE\

Date invoice was sent, in the following format:

10/4/2006

\INVOICE_DATE_LONG\

\INV_LONGDATE\

Date invoice was sent, in the following format:

Monday, October 04, 2006

\INVOICE_CODE\

\INV_CODE\

Invoice code

\INVOICE_GLOBAL_CODE\

\INV_GLOBAL\

\INV_GLOBALLONG\

Invoice global code

\NOTES\

\INVOICE_NOTES\

Invoice notes from the Notes tab of the Edit Invoice window

Invoice totals

Code to paste to template	Information to be displayed in the saved document
\INVOICE_TOTAL\	Invoice total in client's currency
\INVOICE_TOTAL_BASE\	Invoice total in base currency
\JOBS_TOTAL\	Jobs total in client's currency
\JOBS_TOTAL_BASE\	Jobs total in base currency
\NET_JOBS_TOTAL\	Jobs total with discounts in client's currency
\NET_JOBS_TOTAL_BASE\	Jobs total with discounts in base currency
\VOLUME_BASE\	Jobs total volume in base units

Taxes

Code to paste to template	Information to be displayed in the saved document
\TAX1\	Indicates if tax 1 has been added; used in algorithms (If tax 1 exists = True, if it doesn’t = False)
\TAX1_NAME\	Tax 1 name
\TAX1_PERCENTS\	Tax 1 value in percents
\TAX1_VALUE\	Tax 1 value in client's currency
\TAX1_VALUE_BASE\	Tax 1 value in base currency
\TAX2\	Used in algorithms (If tax 2 exists = True, if it doesn’t = False)
\TAX2_NAME\	Tax 2 name
\TAX2_PERCENTS\	Tax 2 value in percents
\TAX2_VALUE\	Tax 2 value in client's currency
\TAX2_VALUE_BASE\	Tax 2 value in base currency
\TAXES\	Indicates whether the taxes in Tax fields are set; used in algorithms (If any tax is set = True, if it they are not = False)
\AFTER_TAX1\	Total in client's currency after Tax 1 is applied
\AFTER_TAX1_BASE\	Total in base currency after Tax 1 is applied

Discounts

Code to paste to template	Information to be displayed in the saved document
\DISCOUNT1\	Indicates if discount/markup 1 is set; used in algorithms (If discount 1 exists = True, if it does not = False)
\DISCOUNT1_NAME\	Discount 1 name
\DISCOUNT1_PERCENTS\	Discount 1 value in percents
\DISCOUNT1_VALUE\	Discount 1 value in client's currency
\DISCOUNT1_VALUE_BASE\	Discount 1 value in base currency
\DISCOUNT2\	Indicates if discount/markup 2 is set; used in algorithms (If discount 2 exists = True, if it does not = False)
\DISCOUNT2_NAME\	Discount 2 name
\DISCOUNT2_PERCENTS\	Discount 2 value in percents
\DISCOUNT2_VALUE\	Discount 2 value in client's currency
\DISCOUNT2_VALUE_BASE\	Discount 2 value in base currency
\DISCOUNTS\	Indicates if discounts/markups are set; used in algorithms (If any discount is set = True, if there are no = False)
\AFTER_DISCOUNT1\	Total in client's currency after Discount 1 is applied
\AFTER_DISCOUNT1_BASE\	Total in base currency after Discount 1 is applied

Payment status variables

Code to paste to template	Information to be displayed in the saved document
\INVOICE_DUE\	Balance due in client's currency
\INVOICE_DUE_BASE\	Balance due in base currency
\INVOICE_PAID\	Total payments linked to this invoice in client's currency
\INVOICE_PAID_BASE\	Total payments linked to this invoice in base currency
\INV_IS_PAID\	Used in algorithms (If the invoice is paid = True, if it’s not = False)
\BEFORE_ADJUSTMENTS\	Invoice total in client's currency, excluding adjustments
\BEFORE_ADJUSTMENTS_BASE\	Invoice total in base currency, excluding adjustments
\ADJUSTMENTS_VALUE\	Value of the adjustments in client's currency
\ADJUSTMENTS_VALUE_BASE\	Value of the adjustments in base currency
\ADJUSTMENTS_DESCR\	Description of the adjustments
\INVOICE_PAYMETHOD\	Invoice payment method.
\INVOICE_PAYMETHOD_DESCR\	Payment method description.

Credit note status variables

Code to paste to template	Information to be displayed in the saved document
\CN_TOTAL\	The total of credit notes linked to this invoice, in the clients currency
\CN_TOTAL_BASE\	The total of credit notes linked to this invoice, in the base currency

Client Job Variables in Invoice

Code to paste to template	Information to be displayed in the saved document
\DTLINKJOBS:CJOB_PONUMB\	Client PO of the job
\DTLINKJOBS:CJOB_NAME\	Client job name
\DTLINKJOBS:CJOB_ASSIGNED\	Date the client job was assigned
\DTLINKJOBS:CJOB_DEADLINE\	Deadline of client job
\DTLINKJOBS:CJOB_ISCOMPLETED\	Completed (Boolean: True/False)
\DTLINKJOBS:CJOB_COMPLETED\	Date the client job was completed
\DTLINKJOBS:CJOB_PRICE\	Price of client job
\DTLINKJOBS:CJOB_VOLUME\	Client job volume
\DTLINKJOBS:CJOB_FEE_KIND\	Pricing (per unit, flat fee)
\DTLINKJOBS:CJOB_RATE\	Exchange rate
\DTLINKJOBS:CJOB_TOTAL\	Job total in client's currency
\DTLINKJOBS:CJOB_TOTAL_BASE\	Job total in base currency
\DTLINKJOBS:CJOB_INSTRUCTION\	Instructions of client job
\DTLINKJOBS:CJOB_WORKNOTES\	Work notes of client job
\DTLINKJOBS:CJOB_COUNTNOTES\	CATCount notes of client job
\DTLINKJOBS:SERV_NAME\	Service name of client job
\DTLINKJOBS:UNIT_NAME\	Volume units of client job
\DTLINKJOBS:PROJ_NAME\	Project name
\DTLINKJOBS:PROJ_CODE\	Project code of client job
\DTLINKJOBS:CJOB_CODE\	Client job code
\DTLINKJOBS:CJOB_CLCODE\	Client Ref. of the job
\DTLINKJOBS:CCON_NAME\	Client PM of the client job

Linked Payment Variables

Code to paste to template	Information to be displayed in the saved document
\DTLINKPAYMENTS:CPAYM_CODE\	Linked payment's code
\DTLINKPAYMENTS:CPAYM_DATE\	Linked payment's creation date
\DTLINKPAYMENTS:CPAYM_TOTAL\	Linked payment's total value
\DTLINKPAYMENTS:LINK_SUM\	Part of the payment's value linked to this invoice

Linked Credit Note Variables

Code to paste to template	Information to be displayed in the saved document
\DTLINKCREDITNOTES:CN_CODE\	Credit Note's code
\DTLINKCREDITNOTES:CN_DATE\	Credit Note's creation date
\DTLINKCREDITNOTES:CN_TOTAL\	Credit Note's total value
\DTLINKCREDITNOTES:CN_ASSIGN_TOTAL\	Credit note's value covered by refunds
\DTLINKCREDITNOTES:BALANCE\	Credit note's value not covered by refunds
\DTLINKCREDITNOTES:CN_STATUS\	Credit Note's status. Has the following values: 0 - "Closed": the CN's total is subtracted from the invoice's balance. 1 - "Awaiting payment": the Invoice is paid and the CN requires a refund. 2 - "Partially paid": the CN is partially covered by a refund. 3 - "Fully paid": the CN is fully covered by a refund.